Mission
Finpilot was founded with a mission to redefine how institutional allocators and RIAs harness intelligence. From the beginning, our goal has been to go beyond tools and features, creating a unified system of intelligence—a platform that connects the dots across teams, data, and workflows to power the modern investment office.

Vision
We believe the future of investment management belongs to firms that can unify knowledge and act with precision and confidence. Data scattered across countless systems creates friction, slows decisions, and obscures opportunities. By serving as the central nervous system of the investment organization, Finpilot enables professionals to focus on what matters most—strategy, relationships, and long-term outcomes—while their intelligence layer ensures accuracy, transparency, and security.

Commitment
Backed by Madrona Venture Group, we are committed to building the intelligence layer for the next generation of financial organizations. Our vision extends beyond efficiency or automation: it’s about shaping a smarter, more resilient, and more transparent financial ecosystem where professionals can trust that their intelligence infrastructure is always working on their behalf.