
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.

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.

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
Contact
info@finpilot.ai
1836 #105 Westlake Ave N, Seattle, 98109
© 2025 Finpilot. All rights reserved.
Contact
info@finpilot.ai
1836 #105 Westlake Ave N, Seattle, 98109
© 2025 Finpilot. All rights reserved.
Contact
info@finpilot.ai
1836 #105 Westlake Ave N, Seattle, 98109
© 2025 Finpilot. All rights reserved.