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Reflexivity AI Investment Intelligence Expands with $30 Million Series B Funding

Reflexivity AI investment intelligence

Reflexivity, the AI-driven investment research platform formerly known as Toggle AI, has secured $30 million in Series B funding to expand its reach within the global trading community. The New York-based startup announced the capital injection on May 25, 2026, with Greycroft and Interactive Brokers leading the round. This funding is a major step in deploying Reflexivity AI investment intelligence to a broader market of retail and professional traders.

The rebranding to Reflexivity coincides with a strategic shift toward recursive AI intelligence. By utilizing large language models and knowledge graphs, the platform allows investors to conduct real-time market scenario testing and automated idea generation. This funding round is specifically designed to facilitate a deep integration with Interactive Brokers, potentially bringing these advanced analytical tools to millions of users worldwide. Other notable participants in the round include SoftBank Investment Advisers LatAm, General Catalyst, and prominent investors Stanley Druckenmiller and Greg Coffey.

Strategic Integration with Interactive Brokers

The partnership with Interactive Brokers is a central component of Reflexivity's growth strategy. Rather than operating as a standalone research tool, the platform is becoming an embedded co-pilot within the brokerage environment. This allows users to move from data analysis to trade execution without switching applications. The system processes vast amounts of historical data and current market signals to help users understand how specific events might impact their portfolios.

Reflexivity uses its proprietary technology to bridge the gap between institutional-grade data and individual decision-making. The integration focuses on two primary functions: complex scenario testing and automated research synthesis. Traders can ask the system to model the effects of interest rate changes or geopolitical shifts on specific asset classes, receiving instant feedback based on historical correlations and current market conditions. This level of Reflexivity AI investment intelligence aims to democratize access to sophisticated financial modeling.

The Shift Toward AI-Driven Investment Intelligence

The investment from high-profile figures like Stanley Druckenmiller highlights a growing confidence in AI-assisted financial research. As market volatility increases, the demand for tools that can synthesize information faster than human analysts is rising. Reflexivity aims to provide a level of intelligence that was previously reserved for hedge funds with massive internal research departments.

The company plans to use the $30 million to scale its engineering team and refine its knowledge graph capabilities. By mapping the relationships between global economic indicators and individual securities, Reflexivity provides a more nuanced view of market dynamics. This approach moves beyond simple technical analysis, offering a fundamental and macro-driven perspective powered by machine learning.

As of May 2026, the integration process is already underway. Interactive Brokers users can expect to see these AI-driven features appearing in their trading interfaces over the coming months. This move places Interactive Brokers at the forefront of the AI-integrated brokerage market, competing directly with other platforms that are racing to add similar intelligence layers to their existing services. The deployment of Reflexivity AI investment intelligence is a significant milestone in the evolution of digital trading platforms.

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