Against the backdrop of global stock market volatility and the Federal Reserve's first interest rate hike in a decade, founder Professor Ethan Caldwell proposed an investment research philosophy centered on "proactive cognition, sophisticated modeling, and dynamic response," initiating exploration into AI applications within complex capital markets.

Registered and headquartered in New York, the firm positioned itself as an integrated investment research institution combining asset management, quantitative investing, and financial technology innovation. Initial focus centered on macro research and customized asset allocation.

Driven by breakthroughs in deep learning and natural language processing, the team developed capabilities for cleaning and modeling unstructured financial data, laying the technical foundation for AI-driven investment research.

Amid pandemic disruptions and global liquidity shifts, launched the first AI-driven intelligent investment research system for multi-asset data integration, signal generation, and strategy support.

Established a data partnership with Bloomberg, integrating real-time market data from the Bloomberg Terminal; upgraded QuantSight AI to version 2.0, enabling cross-asset forecasting and global research capabilities.

Upgraded to QuantSight AI 3.0, demonstrating superior performance in high-volatility assets (cryptocurrencies, green energy, emerging markets) and becoming a key engine for risk factor modeling and dynamic asset rebalancing.  The company further expands operations in Europe and Asia, establishing an international research and advisory network.

 Launching a full-stack intelligent trading ecosystem integrating market forecasting, risk hedging, trade execution, and asset allocation; introducing adaptive learning models to significantly enhance real-time responsiveness to market structural changes.  Establishes R&D and advisory centers in New York, London, and Tokyo, marking the full implementation of the company's globalization strategy.