Fiscal.ai
PrivateLast Round
Series A
Jun 17, 2025
Total Funding Raised
$11.75M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Fiscal.ai is a financial technology company that provides an AI-powered investment research platform for analyzing global equities, ETFs, and funds.
Sector
FinTech
Verticals
Financial Data, NLP & Conversational AI, Investment Platforms, API Management, Business Intelligence
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Fiscal.ai Comparables
Compare Fiscal.ai with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Quartr | 85% | |
| Microsoft | 83% | |
| Brightwave | 83% |
Fiscal.ai Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Jun 17, 2025 | ||||
| Seed | Nov 1, 2023 | ||||
| Pre Seed | Nov 1, 2022 |
Fiscal.ai Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| VanEck | Series A |
| TinySeed | Pre Seed |
| Social Leverage | Series A, Seed |
| Portage | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 27, 2026
Open roles increased to 38, representing 97% of headcount.
- Jul 6, 2026
Open roles increased from 0 to 6, representing 15% of headcount.
Recent news
Latest coverage and updates
- partners_withSep 23, 2026
Fiscal.AI partnered with Parallel on Sep 23rd '26.
- launchesSep 2, 2026
Fiscal.AI launched Employee Data on Sep 2nd '26.
- launchesAug 25, 2026
Fiscal.AI launches MCP connector for Gemini Enterprise for Financial Services.
- hiresAug 20, 2026
Fiscal.AI hires Lloyd as Head of Design.
- has_revenueAug 20, 2026
Fiscal.AI will have revenue of $45.6B on Jul 1st '27.
Fiscal.ai Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Fiscal.ai's valuation, stock price, and market status.
Is Fiscal.ai a public or private company?
Fiscal.ai is a private company.
What is the current stock price of Fiscal.ai?
Fiscal.ai is a private company, so its shares have no public market price. Caplight tracks Fiscal.ai's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Fiscal.ai worth (valuation)?
Valuation information for Fiscal.ai is not publicly available.
Can I buy Fiscal.ai stock?
Fiscal.ai shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Fiscal.ai's last funding round?
Fiscal.ai's most recent funding round was Series A on June 17, 2025.
Who are the main investors in Fiscal.ai?
Key investors in Fiscal.ai include Social Leverage, Portage.
Will Fiscal.ai IPO soon?
No public IPO plans have been announced for Fiscal.ai.
How can I track Fiscal.ai secondary market activity?
Caplight tracks bids, offers, and trades in Fiscal.ai's shares on secondary markets.