Finpilot

Finpilot is an AI knowledge management platform for allocators, limited partners, wealth managers and registered investment advisers. It connects to an organization's internal data, including manager documents, meeting notes, internal memos and CRM records, and uses AI to answer questions, produce reports and process documents so that investment and operations teams spend less time on manual research. The product is organized around several functions. Chat lets users ask questions across all connected manager and client material and returns answers with source citations. Reports uses AI agents to draft investment memos, client updates, committee materials and manager meeting notes from the firm's own templates and workflows, and agents can run continuously on background tasks such as preparing for meetings with full history. Matrix synthesizes thousands of documents into comparison tables across funds, managers, companies or due diligence questionnaire responses. AI data processing extracts data from documents and loads it into other systems. Actions and alerts monitor portfolios and surface important changes, and an AI research hub organizes manager documents and communications automatically without manual filing. Target customers include endowments and foundations, outsourced chief investment officers, family offices, and wealth management firms. The vendor does not publish pricing, and access starts with a demo request.