Fiscal.ai
PrivateLast Round
Series A
Jun 17, 2025
Total Funding Raised
$11.75M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Fiscal.ai is a financial technology company that provides an AI-powered investment research platform for analyzing global equities, ETFs, and funds.
Sector
FinTech
Verticals
Financial Data, NLP & Conversational AI, Business Intelligence, Investment Platforms
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Fiscal.ai Comparables
Compare Fiscal.ai with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Quartr | 85% | |
| Microsoft | 83% | |
| Brightwave | 83% |
Fiscal.ai Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Jun 17, 2025 | ||||
| Seed | Nov 1, 2023 | ||||
| Pre Seed | Nov 1, 2022 |
Fiscal.ai Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| VanEck | Series A |
| TinySeed | Pre Seed |
| Social Leverage | Series A, Seed |
| Portage | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 27, 2026
Open roles increased to 38, representing 97% of headcount.
- Jul 6, 2026
Open roles increased from 0 to 6, representing 15% of headcount.
Recent news
Latest coverage and updates
- partners_withSep 23, 2026
Fiscal.AI partnered with Parallel on Sep 23rd '26.
- launchesSep 2, 2026
Fiscal.AI launched Employee Data on Sep 2nd '26.
- launchesAug 25, 2026
Fiscal.AI launches MCP connector for Gemini Enterprise for Financial Services.
- hiresAug 20, 2026
Fiscal.AI hires Lloyd as Head of Design.
- has_revenueAug 20, 2026
Fiscal.AI will have revenue of $45.6B on Jul 1st '27.
Fiscal.ai Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request access