Wall Street sign against the New York Stock Exchange

A better way
to understand markets.

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Our Mission

Professional-grade market intelligence should not be reserved for institutions.

Talis exists to make connected research systems, financial evidence and intelligent workflows accessible to self-directed investors.

Talis company research interface showing symbol-aware intelligence controls

Problem

Powerful tools.
Disconnected workflow.

Solution

One intelligence layer across
the investment process.

Data access is no longer the bottleneck. Contextual intelligence is.

Individual investors have more data and more powerful tools than ever. But the connecting layer between the workflows is still fragmented.

Natural language on the surface.
Evidence, permissions and financial
architecture underneath.

Talis is not simply a chatbot added to a dashboard.
It connects investor intent to bounded tools,
evidence and the work that follows.

Talis natural-language financial workflow interface

Context is the product.

The companies an investor follows, charts they study, assumptions they make, filings they read and risks they monitor should contribute to a connected understanding of how they invest.

Talis is being built so that context moves across the product, and an investor’s thinking can compound over time.

Zac Whelan, Founder and CEO of Talis

Zac Whelan

Founder, CEO

Zac Whelan is an Australian entrepreneur, investor and the Founder and CEO of Talis.

He brings experience across equity research, capital markets, fintech, media and entrepreneurship. A self-directed investor for more than a decade across equities and digital assets, Zac combines firsthand market experience with a deep interest in artificial intelligence, financial systems and product design.

He founded Talis to give individual investors access to a more connected, intelligent way to research and understand markets.

Investors moving through a busy financial district

Built for the way investors
actually work.

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