Fiscal
3 known investors
Fiscal.ai is a financial data platform and research terminal combining institutional-grade fundamentals with an AI copilot.
Also known as FinChat · Fiscal AI · Fiscal.ai · Stratosphere.io
Founders & leadership
Investors · 3
Also in the syndicate · 1
Funding
SEC filings, press & company announcements- Undisclosed amountSeries AJun 2025Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Company profile
researched Aug 2026Fiscal.ai operates a research platform for fundamental investors and finance teams, pairing licensed financial data with an AI assistant, dashboards and a developer API. The product covers more than 100,000 public stocks, ETFs and funds globally, with financials sourced from S&P Market Intelligence, and includes a proprietary segments-and-KPI data set covering business-line revenue and operating metrics for over 2,500 companies. Core modules include an AI Copilot that answers questions on filings and earnings transcripts with citations back to source documents, a stock screener with natural-language filter construction, DCF modeling, customisable dashboards, document search across transcripts, slides, press releases and filings, peer comparison and valuation tools, custom metrics, and a 13F-based expert/"Super Investors" holdings tracker.
The company positions itself beyond the end-user terminal as a financial data infrastructure layer for fintechs and finance teams, offering a developer-friendly API plus MCP integrations that let external AI assistants such as Claude and ChatGPT query Fiscal.ai data. Data history depth and feature access are tiered across Free, Pro and Max plans, with 10, 15 and 20+ years of annual financials respectively and KPI history of 2, 10 and 15+ years; Pro and Max additionally unlock a curated equity research feed, analyst estimate revisions, price targets and custom metrics. The platform holds SOC 2 Type II accreditation.
Founding story
Fiscal.ai was founded by Braden Dennis (CEO), Ryan White (CTO), Kevin Bojan (CPO) and Adrian Iwanicki (COO), launching as FinChat with the premise of making financial data accessible through natural language before expanding into a broader data platform.
Business model
Subscription software sold directly to individual investors and institutions across Free, Pro and Max tiers, with feature and data-history limits differentiating plans, plus a data API and MCP integrations aimed at fintech platforms and finance teams. Affiliate/partner discount codes are used by third-party review sites.
Recurring subscription revenue from tiered consumer and professional plans, with additional API/data licensing to fintechs and finance teams.
Traction
More than 350,000 registered users as of the June 2025 Series A announcement, with reported adoption by fintech platforms and named institutional clients; TinySeed described revenue growth since the Fall 2022 accelerator program.
Latest developments
Following the mid-2025 rebrand and $10M Series A led by Portage with Social Leverage and VanEck participating, the company shipped an API and MCP integrations for AI assistants and, per a June 2026 report, an app for OpenAI's Codex and ChatGPT.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
Positioned as a lower-cost alternative to institutional terminals such as Bloomberg and Capital IQ for segment-level and KPI data, and as an AI-native research workflow for fundamental investors, while also selling data infrastructure to fintech platforms.
Segment-level revenue and KPI breakdowns across 2,500+ companies, source-cited AI answers bounded to a verified data set, and AI-assisted screening, offered at subscription price points below traditional institutional terminals.
Technology
An AI copilot bounded to a verified underlying data set so answers cite the originating filing or transcript rather than generating unsupported responses; natural-language screening that translates plain-English descriptions into structured filter criteria; a segments-and-KPI data layer derived from management-disclosed business lines; and an API plus MCP server enabling external LLM clients (Claude, ChatGPT, OpenAI Codex) to access the data.
Go-to-market
Retail and self-directed fundamental investors, professional and institutional analysts, and fintech companies and finance teams consuming financial data via API. Named institutional users include Morgan Stanley, Raymond James, Manulife, Franklin Templeton, Allianz, EY and PwC.
Geography
Coverage spans 100,000+ public stocks, ETFs and funds globally.
History
The platform launched in 2023 as an offshoot of Stratosphere.io under the FinChat name, initially as a conversational interface for financial data. FinChat joined TinySeed's Fall 2022 accelerator cohort and previously raised $1.5 million to expand its AI-powered stock research platform. In mid-2025 the company rebranded from FinChat to Fiscal.ai alongside a $10 million Series A, shifting its stated ambition from a retail research tool toward being the financial data layer behind fintech products and finance teams.
Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Timeline · 7
launches, deals, and filingsReported launch of a Fiscal.ai app for OpenAI's Codex and ChatGPT, alongside existing API and MCP integrations.
The company announced a $10 million USD Series A led by Portage with participation from Social Leverage and strategic investor VanEck, to build financial data infrastructure for fintechs and finance teams.
$10M source ↗
The company rebranded from FinChat to Fiscal.ai in mid-2025, alongside its Series A round, and repositioned toward being a financial data layer for fintechs and finance teams.
FinChat participated in TinySeed's Fall 2022 accelerator program.
Prior raise announced by TinySeed portfolio communications for FinChat, the predecessor brand to Fiscal.ai.
$1.5M source ↗
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
In the news
▸Research sources · 8
primary sources listed
- Fiscal AI Review 2026: AI Investment Research Worth It?matchmybroker.com · web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Fiscal do?
- Fiscal.ai is a financial data platform and research terminal combining institutional-grade fundamentals with an AI copilot.
- Who founded Fiscal?
- Fiscal was founded by Braden Dennis.
- Who are Fiscal's investors?
- Fiscal's investors include TinySeed, Social Leverage.