AI knowledge management
AI knowledge management for
for
Allocators
LPs
Wealth managers
RIAs
Allocators
Allocators
LPs
Wealth managers
RIAs
Allocators
Allocators
LPs
Wealth managers
RIAs
Allocators

Focus on high-level decision making while
Finpilot's proprietary AI handles the knowledge work.

Focus on high-level decision making while Finpilot's proprietary AI handles the knowledge work.

Trusted by leading organizations

Powering smarter decisions across investment and wealth management sectors

Endowments & Foundations

Endowments & Foundations

Enabling investment and operations teams to 10x their capacity fostering better decision making

Enabling investment and operations teams to 10x their capacity fostering better decision making

OCIOs & Family Offices

OCIOs & Family Offices

Streamlining manager research, portfolio monitoring, and due diligence driving superior outcomes

Streamlining manager research, portfolio monitoring, and due diligence driving superior outcomes

RIAs & Wealth Managers

RIAs & Wealth Managers

Freeing advisors and investment teams to spend more time where it matters most - with clients

Freeing advisors and investment teams to spend more time where it matters most - with clients

Finpilot does the work,
you do the thinking.

Finpilot does the work,
you do the thinking.

Reclaim your most valuable asset - time

Reclaim your most valuable
asset - time

Reclaim your most
valuable asset - time

Let AI handle research, analysis, and document processing so your teams focus on strategy and relationships.

Scale operations
without scaling costs

Scale operations without
scaling costs

Turn knowledge bottlenecks into automated workflows. Handle larger portfolios with your existing team.

Streamline Portfolio Intelligence

Never miss what matters most

Monitor your portfolio 24/7, surfacing critical changes while uncovering underlying trends

AI that understands
your funds and clients

Turn data into an advantage

Transform all your manager, client and internal data into clear insights—at scale and in real time.

Finpilot connects to all your internal data and performs actual work

REPORTS

Automate analyses with AI agents

REPORTS

Automate analyses with AI agents

REPORTS

Automate analyses with AI agents

CHAT

Chat with your entire knowledge base

CHAT

Chat with your entire knowledge base

CHAT

Chat with your entire knowledge base

AI DATA PROCESSING

Extract data from documents and load anywhere

AI DATA PROCESSING

Extract data from documents and load anywhere

AI DATA PROCESSING

Extract data from documents and load anywhere

ACTIONS & ALERTS

Never miss anything

ACTIONS & ALERTS

Never miss anything

ACTIONS & ALERTS

Never miss anything

MATRIX

Synthesize 1000s of documents into simple tables

MATRIX

Synthesize 1000s of documents into simple tables

MATRIX

Synthesize 1000s of documents into simple tables

AI RESEARCH HUB

AI manages all data; No manual data entry

AI RESEARCH HUB

AI manages all data; No manual data entry

AI RESEARCH HUB

AI manages all data; No manual data entry

AI to accelerate current workflows of your team by 3x

CHAT

Instant analysis from all your data

Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.

REPORTS

Generate comprehensive reports automatically with AI Agents

Deploy AI agents to work continuously on complex background tasks - meeting prep with managers or clients, synthesizing quarterly updates, analyzing Excel data, due diligence, and beyond.

AI DOCUMENT PROCESSING

Automate data extraction

Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.

MATRIX

Analyze large amounts of data in easy to understand tables

AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.

AI RESEACH HUB

Zero-effort research management

AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.

ACTIONS & ALERTS

Never miss anything

Finpilot reads every word of every document the moment it arrives. Based on your instructions it monitors for anything you want to watch for and takes the action you specify.

CHAT

Instant analysis from all your data

Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.

REPORTS

Generate comprehensive reports automatically with AI Agents

Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.

AI DOCUMENT PROCESSING

Automate data extraction

Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.

MATRIX

Analyze large amounts of data in easy to understand tables

AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.

AI RESEARCH HUB

Zero-effort research management

AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.

ACTIONS & ALERTS

Never miss anything

Finpilot reads every word of every document the moment it arrives. Based on your instructions it monitors for anything you want to watch for and takes the action you specify.

CHAT

Instant analysis from all your data

Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.

REPORTS

Generate comprehensive reports automatically with AI Agents

Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.

AI DOCUMENT PROCESSING

Automate data extraction

Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.

MATRIX

Analyze large amounts of data in easy to understand tables

AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.

AI RESEARCH HUB

Zero-effort research management

AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.

ACTIONS & ALERTS

Never miss anything

Finpilot reads every word of every document the moment it arrives. Based on your instructions it monitors for anything you want to watch for and takes the action you specify.

CHAT

Instant analysis from all your manager documents

Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.

REPORTS

Generate comprehensive reports automatically with AI Agents

Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.

AI DOCUMENT PROCESSING

Automate data extraction

Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.

MATRIX

Analyze large amounts of data in easy to understand tables

AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.

AI RESEARCH HUB

Zero-Effort Research Management

AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.

ACTIONS & ALERTS

Never miss anything

Finpilot reads every word of every document the moment it arrives. Based on your instructions it monitors for anything you want to watch for and takes the action you specify.

CHAT

Instant analysis from all your manager documents

Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.

REPORTS

Generate comprehensive reports automatically with AI Agents

Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.

AI DOCUMENT PROCESSING

Automate data extraction

Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.

MATRIX

Analyze large amounts of data in easy to understand tables

AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.

AI RESEARCH HUB

Zero-Effort Research Management

AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.

ACTIONS & ALERTS

Never miss anything

Finpilot reads every word of every document the moment it arrives. Based on your instructions it monitors for anything you want to watch for and takes the action you specify.

Enterprise-grade security you can rely on

Built on SOC 2 Type II compliant infrastructure with strict data governance protocols. Your sensitive financial data stays private, secure, and under your complete control—no exceptions.

Your data, your ownership

SOC 2 type II compliance

Intelligent permission management

Single sign-on integration

Zero data leakage

Complete audit trail

Your data, your ownership

SOC 2 type II compliance

Intelligent permission management

Single sign-on integration

Zero data leakage

Complete audit trail

Your data, your ownership

SOC 2 type II compliance

Intelligent permission management

Single sign-on integration

Zero data leakage

Complete audit trail

Revolutionizing how investment and
wealth management teams operate

10x

increase in
research capacity

90%

reduction in time spent on manual data entry

reduction in time spent
on manual data entry

0%

hallucination rate

6x

faster to prepare for
manager or client meetings

faster to prepare for manager
or client meetings

How we help leading firms

Unlock AI superpowers for your entire organization

Experience how Finpilot's intelligent agents automate workflows and multiply your team's capabilities

Unlock AI superpowers for your entire organization

Experience how Finpilot's intelligent agents automate workflows and multiply your team's capabilities

Unlock AI superpowers for your entire organization

Experience how Finpilot's intelligent agents automate workflows and multiply your team's capabilities

© 2024 Finpilot. All rights reserved.

© 2024 Finpilot. All rights reserved.

© 2024 Finpilot. All rights reserved.