Finpilot
AI-native operating system for institutional investment offices to automate recurring workflows, reporting, and manager monitoring.
Finpilot is a fintech company based in Seattle, US, founded in 2023. It has raised $10 million in disclosed funding. Its latest round was a Series A of $10 million in November 2026.
Overview
Finpilot is an AI-native operating system designed for institutional investment offices, including endowments, foundations, and pensions [1]. Founded in 2023, the company provides a platform that connects an organization’s internal systems, documents, and manager communications into a single, cohesive institutional record [0, 1, 2]. The platform uses AI agents to automate recurring, time-intensive workflows—such as preparing committee materials, reconciling capital calls, drafting investment memos, and continuously monitoring manager performance [0, 1]. By integrating with existing systems, Finpilot allows investment teams to maintain data consistency across portfolios while offloading administrative tasks to the AI agent layer [1, 2]. The software is configured to respect an institution’s specific formats, definitions, and approval processes, ensuring that while agents execute the work, human investment professionals retain control over final decisions and judgments [0, 2, 3]. Finpilot has raised $10 million in Series A funding to support its mission of providing dependable, traceable automation for complex investment operations.
Funding
Total disclosed: $10M across 1 round. Computed only from sourced rounds.
Investors
Questions and answers
What does Finpilot do?
AI-native operating system for institutional investment offices to automate recurring workflows, reporting, and manager monitoring.
How much has Finpilot raised?
Finpilot has raised $10 million in disclosed funding across 1 round tracked by OSH.
Who has invested in Finpilot?
Investors in Finpilot include Lobby Capital and Madrona Venture Group.
When and where was Finpilot founded?
Finpilot was founded in 2023 and is based in Seattle, US.
Timeline
Founded
Sources
- 1.Finpilot raises $10M for AI agents that handle the grunt work for institutional investors — GeekWire, Nov 4, 2026
- 2.Finpilot · Official
- 3.Finpilot · Official
- 4.Finpilot · Official
- 5.Finpilot · Official