Finpilot
PrivateLast Round
Seed
Feb 22, 2024
Total Funding Raised
$4.5M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Finpilot is a financial software company that provides an AI-powered platform for institutional allocators and financial analysts to query, analyze, and synthesize unstructured financial data from sources such as SEC filings, transcripts, and research reports.
Sector
FinTech
Verticals
Financial Data, Investment Platforms, Wealth Management, NLP & Conversational AI, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Finpilot Comparables
Compare Finpilot with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Brightwave | 88% | |
| Orbit Financial Technology | 83% | |
| Altbridge | 80% | |
Finpilot Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Feb 22, 2024 | ||||
| Pre Seed | Jun 1, 2023 |
Finpilot Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Ascend Venture Capital | Pre Seed, Seed |
| Madrona Venture Labs | Pre Seed |
| Madrona Venture Group | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 29, 2026
Monthly visitors grew 101% MoM, reaching 7.1K.
Finpilot Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Finpilot's valuation, stock price, and market status.