The EPTA5 story

Five chapters to understand why it exists

Chapter 01

The spark

Too many tools, too many tabs, too many spreadsheets exported by hand. Screeners show numbers; they don't illuminate decisions. EPTA5 was born from that daily friction.

Chapter 02

Consolidation

Excel first, then Power BI, then Python scripts. For five years we have collected, cleaned and cross-referenced this data, gaining signal at each step, losing noise, but staying fragmented. What was missing: one terminal that consolidates macro data, equities and strategic analysis in a single place.

Chapter 03

The terminal

EPTA5 is that terminal. Centralised, ergonomic, dense without being cluttered. A clear read of a complex universe, without sacrificing the depth of analysis a real decision demands.

Chapter 04

The BRAIN

BRAIN AI comes second. It queries the database, cross-references indicators, formulates hypotheses you can challenge. It's a copilot for reading markets, not an oracle.

Chapter 05

The commitment

5% of yearly revenue is donated to humanitarian causes (ICRC, Gates Foundation, UNICEF, MSF). It's a statutory commitment, not a marketing line.

Four values, non-negotiable

Innovation

Modern stack, continuous R&D, close listening to power users.

Ergonomics

Information density without cognitive overload. An interface built for professionals.

Data

Institutional sources, deep histories, audited quality.

Social impact

5% of yearly revenue donated. A statutory, verifiable commitment.

The team

Who is behind EPTA5

A financial data platform is only worth the judgment of the people who build it. Here is ours, in the open.

Théo Manso Pinto

« Luis »

Founder

Finance × AI: the terminal, designed end to end

Self-taught developer and founder of EPTA5, a B2C and B2B financial data platform augmented with artificial intelligence. The idea came out of four years of hands-on market practice, first in personal trading, then studying the pain points of trading desks, from small hedge funds to large institutions. Three years of design followed, from architecture to payment, now in production: RAG agents built to eliminate hallucinated figures, automated data pipelines, and a secure serverless architecture on Cloudflare.

At EPTA5: Full-stack development, DevOps, data analysis, SQL and mathematical computation, UX/UI design, financial reporting. AI agents (RAG, MCP, local LLMs), end-to-end automation (webhooks, cron, CI/CD), automated security, SEO and GEO audits, data dashboards (Power BI, SQL).
Background: Caisse d'Épargne, Société Générale, SereniLifeGroup. Specialised in UCITS funds, structured products, and the automation of financial analysis (DCF, PEG, VaR).
Credentials: AMF certification. CFA Level 1 candidate. Google Data Analytics. Yale Financial Markets.
Earlier ventures: Co-founder of Investment Insight and Together Growth Investment with Nicolas: a first financial screener, quantitative backtesting, and trading robots written in C++ and MQL5.

LinkedIn profile

Nicolas Bauby

Co-founder

Finance × Data

Co-founder of EPTA5, a financial data platform powered by AI. To be blunt: we built EPTA5 because we had had enough of retro financial terminals with heavy, incomplete, outdated interfaces. We wanted a tool that is fluid, intuitive and of its own time.

At EPTA5: Front-office development on the landing site, back-office and database management, data engineering, strategy and development, marketing, financial reporting, accounting, tax, treasury management, client relations.
Background: Affinity adviser at BNP Paribas. Specialised in wealth management, AI applied to finance, and the automation of complex financial analysis (DCF, PEG, VaR).
Education and credentials: Financia Business School: MBA in wealth management and family office, in progress until 2027. EM Normandie: project management and entrepreneurship. Vilnius University: macroeconomics, financial markets and regulation. AMF, CAPA 3 (insurance) and Inside LVMH certifications.
Earlier ventures: Co-founder of Investment Insight and Together Growth Investment with Théo: a first financial screener, quantitative backtesting, and trading robots in C++ and MQL5.
Commitment: Raised several tens of thousands of euros for humanitarian work in Peru, then went out to the site in Arequipa to build a classroom alongside the workers. That experience is what settled the 5 % of revenue given to partner charities.

LinkedIn profile

People at the centre, data as the lever, AI as the multiplier.