Finpilot raises $10M Series A to build AI for institutional investors
Finpilot, an AI-driven software company, announced a $10 million Series A funding round on November 4, 2026. The round was led by Lobby Capital, with participation from Madrona. The funds will support the development of an AI-native operating system designed for institutional investors managing large, long-term capital pools, such as universities, public pensions, foundations, and hospital…
Key points
- Finpilot secures $10M Series A led by Lobby Capital, with Madrona participating
- Platform automates institutional investor workflows with AI agents and data mapping
- Named clients include Seattle Children’s, Blue Cross Blue Shield, and Wyoming Retirement System
Finpilot’s platform organizes data into three layers: a current record of holdings and documents, a mapping of relationships between records, and AI agents that automate tasks like updating figures, preparing analyses, and generating reports. Agents follow predefined workflows and escalate decisions to humans at critical points, ensuring traceability and accountability. The system integrates with existing CRM, research, and portfolio systems while maintaining data provenance and security controls, including SOC 2 Type II compliance. The company is also hiring in Seattle for roles like software engineer, product manager, and AI solutions specialist.
Finpilot Secures $10M Series A to Build AI for Institutional Investors
Unite.AI · 4 November 2026
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