SECURITY

AI You Can Trust,
Transparency You Can Prove

Finpilot delivers zero-hallucination answers with full source traceability-alongside security protocols built to match the rigor of your investment ops. SOC 2 Type II. SSO-enabled. Fully auditable.

Enterprise-Grade Security.
Allocator-Specific Confidence.

Enterprise-Grade Security.
Allocator-Specific Confidence.

From fund documents to performance reports, Finpilot safeguards every insight with robust encryption, role-based access, and compliance-first architecture. Purpose-built for allocators, OCIOs, RIAs and family offices managing mission-critical capital

Let AI do the heavy lifting while your team focuses on what really matters - managers and investing decisions

Your Data. Fully Protected. Always Yours.
Built-In Controls for Data Sovereignty, Isolation, and Transparency

Your data, your ownership

Your data, your ownership

Customer data remains exclusively yours. We never use your information to train models or for any purpose beyond serving your organization

Customer data remains exclusively yours. We never use your information to train models or for any purpose beyond serving your organization

Zero data leakage

Zero data leakage

Strict data isolation protocols ensure your organizational knowledge and client information never crosses boundaries or gets exposed to unauthorized parties.

Strict data isolation protocols ensure your organizational knowledge and client information never crosses boundaries or gets exposed to unauthorized parties.

Complete audit trail

Complete audit trail

Full transparency into every AI interaction with detailed logs showing exactly what data was accessed, when, and by whom.

Full transparency into every AI interaction with detailed logs showing exactly what data was accessed, when, and by whom.

Access Control You Can Trust—
By Role, By User, By Design.

Access Control You Can Trust—
By Role, By User, By Design.

Intelligent Permission Management

Reclaim hours for high-value work

AI respects your existing team and user-level enterprise permissions, ensuring users only access data they're authorized to see within your organization

Single Sign-On Integration

Scale operations without scaling costs

Seamless authentication through your existing SSO infrastructure with comprehensive user access controls for team management.

Enterprise-Grade Data Encryption

All data is encrypted with industry standard protocols, ensuring your information remains secure to unauthorized parties.

SOC 2 Type II Compliant

SOC 2 Type II Compliant

Enterprise-grade security standards with regular third-party audits ensuring the highest levels of data protection and operational security.

Enterprise-grade security standards with regular third-party audits ensuring the highest levels of data protection and operational security.

Ready to supercharge your team with AI?

See how Finpilot works with your data and turns a lean team into an analytical powerhouse

Ready to supercharge your team with AI?

See how Finpilot works with your data and turns a lean team into an analytical powerhouse

Ready to supercharge your team with AI?

See how Finpilot works with your data and turns a lean team into an analytical powerhouse

Allocators and LPs

Wealth Managers and RIAs

Contact

info@finpilot.ai

1836 #105 Westlake Ave N, Seattle, 98109

Terms of Service

© 2025 Finpilot. All rights reserved.

Allocators and LPs

Wealth Managers and RIAs

Contact

info@finpilot.ai

1836 #105 Westlake Ave N, Seattle, 98109

Terms of Service

© 2025 Finpilot. All rights reserved.

Allocators and LPs

Wealth Managers and RIAs

Contact

info@finpilot.ai

1836 #105 Westlake Ave N, Seattle, 98109

Terms of Service

© 2025 Finpilot. All rights reserved.