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How Heurist Finance built an AI-native investment workbench on Amazon Bedrock AgentCore

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Learn how Heurist built Heurist Finance, a conversational AI investment workbench, on Amazon Bedrock AgentCore. This customer story shows how AgentCore payments, Identity, Memory, Code Interpreter, and Observability let a small team buy premium market data per query, isolate analysis in a sandbox, and keep every action auditable.

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Heurist uses Amazon Bedrock AgentCore to build AI-powered financial intelligence for retail investors. Its flagship product, Heurist Finance, brings several institutional-style workflows into one chat experience: it gathers market data, reads filings and news, runs deep research, builds and stress-tests portfolios, and monitors positions. Each answer reflects the user’s portfolio and preferences. Heurist’s goal is to make tools such as unified risk-and-return views, whole-portfolio…

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