Romina Day Partners
HQ Address
New York, NY, United States
Website Address
Relevant Regions
Business introduction
A Comprehensive, Customisable Digital Operations Solution — Powered by MATES
The Romina Day Platform enables financial institutions to deploy MATES (Multi-Agent Team Engines)
AI-native digital analyst teams that automate manual investment workflows. MATES handle document understanding, data extraction, reconciliation, and reporting, allowing firms to complete work faster, with higher accuracy, and at scale.
Romina Day is a digital operations technology provider that transforms how investment firms process, analyse, and act on information. With our secure, enterprise-governed platform, institutions automate critical workflows such as due diligence (DDQs & RFPs), financial statement review (AFS / NAV), data collection, onboarding, and investment research — all without changing systems or ripping out existing architecture.
By deploying MATES, firms eliminate repetitive analyst tasks, accelerate turnaround times, increase operational capacity, and reduce cost and risk. The platform integrates directly with existing tools including data rooms, document portals, CRMs, and reporting platforms — enabling automation without disruption.
With offices in Miami and New York, Romina Day supports asset managers, broker-dealers, custodians, RIAs, allocators, and wealth platforms globally — combining proven technology with deep domain expertise.
Business Overview
Romina Day is an AI technology company built specifically for the financial services and investment management industry. We exist to eliminate the most time-consuming and expensive manual workflows that asset managers, broker-dealers, wealth platforms, and institutional allocators deal with every day — due diligence, financial statement review, data collection, and reporting. Our mission is simple: replace repetitive analyst tasks with digital teams (MATES) that execute work autonomously and with audit-grade accuracy.
We operate from New York and Miami, and our team brings together a diverse blend of talent: AI researchers, software developers, ex-portfolio managers, former big four consultants, data engineers, compliance and governance specialists, and financial analysts who have lived the operational pain firsthand. Together, we have built the industry’s first Multi-Agent Team Engine (MATES) — AI analyst teams that think, reason, and collaborate to complete entire workflows end-to-end.
By automating repetitive document review, reconciliation, and data extraction, we help firms scale without adding headcount, reduce operational risk, enhance compliance auditability, and accelerate investment decision-making. Our platform integrates into your existing systems and workflows, providing a unified operating layer that consolidates tools, automates processes, and enables true operational leverage across the front, middle, and back office.
Partners
Today’s platforms are only as powerful as the systems they integrate with. Romina Day connects seamlessly with the tools investment and operational teams already rely on. Our Multi-Agent Team Engines (MATES) pull documents, data, and context directly from existing portals, CRMs, data rooms, and reporting systems — no workflow disruption, no rip-and-replace.
In fact, Romina Day supports an entire ecosystem of data sources, content repositories, and investment technology platforms — allowing your digital teams to work across systems as if they were human analysts. Explore just some of our current and emerging integrations below.
Key Data
Year founded
2024employees
11-50offices
3Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Family Offices
- Financial Advisors
Romina Day Partners Solutions
Romina Day Platform
The pace of change in financial services has accelerated — yet investment workflows like due diligence, data collection, financial statement review, and onboarding are still highly manual, fragmented, and resource-intensive. Investment workflows remain slow, fragmented, and expensive. Analysts spend hours searching documents, reconciling numbers across statements, and manually preparing outputs in......
business needs
- Business Process Management & Outsourcing
- Digital Platforms & Tools
- Investment Platforms & Tools
- Market & Business Infrastructure
- Portfolio Build, Analysis & Reporting
Client type
client geography presence
view solutionRomina Day AFS Automation (Annual Financial Statements)
Annual financial statement reviews consume days of analyst effort. Each package can include hundreds of pages across multiple funds and supporting schedules. Analysts must find key data, reconcile footnotes, detect inconsistencies, and produce narrative review notes — manually. With Romina Day AFS MATES, a digital analyst team reads the full package,......
business needs
view solutionRomina Day DDQ & RFP Automation
Due diligence consumes enormous time and analyst capacity. Responding to DDQs, ADV requests, ODD questionnaires, or RFPs requires gathering data from multiple systems, hunting through documents, verifying disclosures, and manually formatting responses. Every revision becomes its own workflow, and accuracy depends on tribal knowledge. With DDQ & RFP MATES, Romina Day......
business needs
- Business Process Management & Outsourcing
- Digital Platforms & Tools
- Market & Business Infrastructure
Romina Day NAV Automation (Net Asset Valuation Review & Validation)
NAV oversight is one of the most repetitive and error-prone workflows in investment operations. Analysts chase down capital activity, pull pricing and FX data, validate fees, reconcile positions, and manually email comments back to fund admins or managers. Romina Day’s NAV MATES function as a digital fund oversight team: agents ingest......
business needs
view solutionRomina Day Research & Intelligence Engine
Analysts waste hours hunting through PDFs, data rooms, portals, pitch decks, filings, and emails — often searching for information they know exists but can not locate. Data lives in silos, institutional knowledge is trapped in documents, and research output depends on manual effort. Romina Day’s Research & Intelligence Engine transforms unstructured......
