Agentic Finance
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Agentic Finance
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See moreExplore how autonomous AI agents are transforming financial markets and decision-making
In Agentic Finance: Mathematics, Architecture, and Governance for AI Agents in Finance, Miquel Noguer Alonso and David Pacheco Aznar examine the emerging field where autonomous AI systems operate independently in financial contexts. The book explores how agentic technologies—AI systems capable of independent reasoning, planning, and action—are reshaping how financial institutions approach analysis, trading, and risk management.
The book explores the mathematical foundations powering autonomous AI agents, from the algorithms enabling independent decision-making to the frameworks governing multi-agent financial systems. Readers gain insight into how innovators are applying these technologies across trading, portfolio management, and market analysis, along with the technical principles driving this transformation.
Readers will also discover:
- The core mathematical concepts underlying autonomous AI systems, including reinforcement learning, optimisation, and probabilistic reasoning frameworks
- How leading innovators are deploying agentic AI across trading, risk assessment, portfolio optimisation, and financial forecasting applications
- Technical architectures enabling AI agents to operate autonomously while maintaining appropriate oversight and governance in financial environments
- Real-world applications demonstrating how autonomous systems analyse markets, execute strategies, and adapt to changing conditions
- The evolving regulatory and ethical landscape surrounding autonomous AI decision-making in high-stakes financial contexts
Agentic Finance serves quantitative analysts, financial technologists, AI researchers, portfolio managers, and business leaders seeking to understand how autonomous AI systems are transforming financial services. It provides the technical foundation needed to evaluate and implement agentic technologies.
Book Details
INFORMATION
ISBN: 9781394380879
Publisher: John Wiley & Sons Inc
Format: Hardback
Date Published: 01 December 2026
Country: United States
Imprint: John Wiley & Sons Inc
Audience: General / adult
DIMENSIONS
Weight: 0g
Pages: 480
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About the Author
MIQUEL NOGUER ALONSO, PhD, MBA, is the Founder of the Artificial Intelligence Financial Institute and Head of Development at Global AI. He is also a Professor at NYU Courant Institute of Mathematical Sciences. With 25+ years in asset management, including a decade on the European Investment Committee at UBS AG and service as Chief Investment Officer at Andbank, his research spans algorithmic trading and machine learning in finance.
DAVID PACHECO AZNAR is Head of AI Products at Staq.io, where AI agents manage users’ personal finances end to end. As a computational mathematician, he has built agents for autonomous investment research and credit risk, and has taught at Columbia University, NYU, and ESADE. His research spans reinforcement learning, generative time-series modeling, and production-grade agentic systems.
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