Finpilot
Financial Services · Wealth Management & Financial Advisors
$13.8Mtotal raised · 2 rounds on record
$10Mlatest round · Venture round · Nov 2026 · this month
2backers · Ascend.vc, Madrona Venture Group
10+team · employees, estimated range
Overview
AI for Allocators and Wealth Managers - AI brain that understands your entire knowledge base and manager documents to supercharge your team.
Funding and backers
Total raised
$13.8M
2 rounds on record
Latest round
$10M
Venture round · Nov 2026 · this month
Team
11-50
employees, estimated range
Backers
2
Ascend.vc, Madrona Venture Group
The money's age
Fresh money
0 months since the last round · not hiring
Momentum
20/100
fresh money
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Tractionpublic signals, read monthly
Web presence
top 6%
of 133.2M domains by links, Common Crawl
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Nov 2026 | $10M | — | GeekWire |
| Venture round | Jan 2024 | $3.8M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | Finpilot Inc. | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Lakshay ChauhanExecutive Officer, DirectorSEC Form D
Backed byfrom the funds' portfolios and accelerator catalogs
Ascend.vc Investors in similar startupsfunds that back the companies most like this one
Similar startupsby what they do, their industry and backers
Helping wealth managers, advisers, and investment platforms complete their client offering with investment-backed loans.
Cadro is a London-based FCA-regulated wealth manager combining expert personal advice with technology. Built for HNW individuals, families…
Saturn is a British financial technology company that builds AI software for financial advice firms. Its platform automates client data…
Manage private markets investments with confidence. Allocate provides wealth advisors and asset managers complete infrastructure for…
ChainComply unifies exchange and wallet data to calculate capital gains and produce audit-ready crypto EDD reports for banks, VASPs and…
LEA Technologies is the AI platform for wealth management growth and operations — autonomous document and data agents deployed in your…
People
Lakshay Chauhan
Executive Officer, Director
Hope Cochran
Director
John Alberg
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
Connections
List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors
Madrona Venture GroupVia a fund
Click a company to open it. Dashed lines are likely connections. The second step of the network is part of the Pro plan.
Owner
Same company
Same group
Likely
News
Finpilot raises $10M for AI agents that handle the grunt work for institutional investors
Seattle startup Finpilot, which uses AI agents to take the paperwork off the plates of people who invest money for… Read More
Read more
Report
Finpilot, a Seattle startup using generative AI to help financial analysts with research, raises $4M
Finpilot co-founders Lakshay Chauhan (left) and John Alberg. (Euclidean and LinkedIn Photos) Seattle startup Finpilot raised a $4 million investment round
Read more
Report
Offices
Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Seattle
United States
HQ
AI that understands your data and does the work
10-50 est. staff
1836 #105 Westlake Ave N, Seattle, 98109