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Finpilot
Finpilot is an AI-powered document automation platform designed for Registered Investment Advisors (RIAs), fund managers, and private equity firms. It streamlines knowledge management and enhances…
Finpilot
Finpilot is an AI-powered document automation platform designed for Registered Investment Advisors (RIAs), fund managers, and private equity firms. It streamlines knowledge management and enhances…
TL;DR
Product: AI-powered document automation and research platform for RIAs, fund managers, private equity and wealth teams
Founding year: 2023
Headquarters: Seattle, Washington
Seed funding: $4.5M total reported; Seed round Feb 22, 2024
Investors: Madrona Venture Group; Ascend VC
Company Overview
Problem Domain
Knowledge work automation for investment research, due diligence, portfolio monitoring, and reporting.
Founded
2023
Industry
Fintech / AI for investment teams
Funding Track Record
$4,000,000
Round reported alongside investors including Ascend VC; total funding reported ~ $4.5M
Investor Signal
“Backed by Madrona Venture Group and Ascend VC”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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