Finpilot
Finpilot provides an AI-native operating system for institutional capital, connecting the systems, documents, and decisions behind investment work into a single, source-linked record. AI agents automate recurring tasks like reporting, reconciliations, and committee materials, while preserving source attribution and permissions so teams can focus on judgment calls. The platform is used by institutions including Seattle Children’s, TIFF, and the Wyoming Retirement System.
- Financial Technology
- Artificial Intelligence
- AI Agents
- Data & Analytics
- Software Only
- Enterprise Software
Funding
Raised to date
$14.5MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
across 2 rounds
$10M · Undisclosed
Announced Nov 2026 · from article date
Disclosed cumulative: $14M
Founders
Product
Problem
Institutional investment offices rely on fragmented systems, documents, and conversations to manage complex portfolios, making it difficult to access a complete and accurate record of their investments. Manual processes for reporting, reconciliations, and due diligence are time-consuming, error-prone, and hinder timely decision-making. The lack of a connected institutional record limits the ability to perform comprehensive analysis and risk assessment.
Solution
Finpilot is an AI-native operating system for institutional capital that connects the systems, documents, relationships, and decisions behind institutional work without replacing the systems teams rely on. The platform resolves references across sources to create one connected institutional record, preserving source attribution, authority, permissions, and uncertainty. AI agents use this record to automate recurring work such as reporting, reconciliations, and committee materials with speed, consistency, and analytical depth. Institutional Intelligence enables questions and analysis using the record's context, history, evidence, and permissions, allowing teams to apply their expertise to the decisions that matter.
Target Audience
Finpilot targets institutional capital allocators including endowments, foundations, pensions, family offices, OCIOs, and RIAs & wealth managers who need to connect the recurring work behind complex institutional portfolios.
Features
- Connected Data: Resolves entity references across systems and documents into a single canonical record, preserving source links and authority
- Entity resolution: Maps different references to the same investment, organization, person, or account while flagging uncertain matches for review
- Living record: New documents, meetings, and system updates automatically update the record, with conflicts and consequential changes remaining visible for review
- Institutional Intelligence: Questions and analysis use the record's context, history, evidence, and permissions
- Agents: Recurring work runs from the same record and stops where review or judgment is required
- Source attribution: Every value retains its document, page, system, and access permissions
- SOC 2 Type II compliance with encryption at rest and in transit, and no model training on client data