Fi
Fintool
Equity research agent over filings and transcripts, acquired by Microsoft
Fintool built an equity research agent for institutional investors that read SEC filings, earnings calls and conference transcripts to answer questions and generate memos, Excel models and earnings decks. Clients included UBS, Janus Henderson and TCW before Microsoft acquired the company in April 2026.
GAII take
Microsoft acquisition signals Copilot moving into equity research; existing users should plan migration paths.
Microsoft acquisition signals Copilot moving into equity research; existing users should plan migration paths.
- Website
- fintool.com
- Headquarters
- San Francisco, CA, USA
- Founded
- 2023
- Company type
- Startup
- Funding
- Acquired
- Status
- Acquired — Acquired by Microsoft (Apr 2026)
- Founders
- Nicolas Bustamante, Edouard Godfrey
- Investors
- Cassius, Menlo Ventures, Y Combinator, Otium Capital, Anthology Fund
- Named customers
- UBS, Janus Henderson, Raymond James, TCW, Silver Point Capital, Vaughan Nelson, F/M Investments, Grizzly Rock Capital
- Buyer
- Hedge fundsAsset managersInvestment banks
- Asset class
- Public equities
- Workflow
- Research & diligenceModeling & valuation
- Ai capability
- Search & RAGAgents & automation
- Delivery
- SaaS application
GAII ID GAII-T0197 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.