Finpilot develops a finance-specific AI model and conversational co-pilot that extracts knowledge from unstructured financial documents such as SEC filings, call transcripts, research reports, and private financial documents. The platform returns answers with links to primary source material to provide provenance and help analysts trust outputs. Finpilot is available in a public beta and offers a conversational query interface that generates detailed answers and research reports. The company plans to support a personal agent to automate common analyst workflows, including report generation, multi-step analyses, company comparisons, trend analysis, and extraction of segment data hidden in charts and text. Finpilot says its model augments human analysts and can 10x their productivity. The company was co-founded by Lakshay Chauhan (CEO) and John Alberg (chairman), was spun out of Euclidean Technologies, and is based in Seattle, WA; it completed a $4M seed round led by Madrona.

Total raised

$4M

Funding rounds

1

Latest round

Seed

Latest activity

Feb 2024