Daloopa
Daloopa is an AI-powered platform transforming how investment professionals conduct research by converting complex financial data into accessible formats. They are seeking a Customer Success Manager to build strong client relationships, facilitate onboarding, and drive product adoption among buy-side customers, including hedge funds and asset managers.
Daloopa is an AI data infrastructure platform that delivers trusted, source-linked fundamental financial data across 5,500+ global tickers to power AI agents, LLMs, and investment research workflows. Its product suite — including Data Sheets, an Excel Add-In, the Scout AI agent, an API, and MCP integrations — enables analysts, hedge funds, investment banks, and AI builders to build and update financial models with over 99% accuracy and full auditability. Daloopa serves leading financial institutions and top AI companies such as Anthropic, OpenAI, and Perplexity as part of the growing financial services agent ecosystem.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Daloopa.
88% above the average for this role
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