Acquisition
Apr 2026Microsoft acquired Fintool in April 2026; the founder announced the acquisition publicly and said the team would continue inside Microsoft 365/Office.
SourceCompany research
Public company, workplace, funding, and market signals
Overview
Fintool was an AI-powered financial research platform for institutional investors that analyzed SEC filings, earnings calls, and other financial documents, generated research outputs, and in April 2026 was acquired by Microsoft. Public materials describe it as a financial copilot / AI agent for equity research and financial analysis.
Primary product
AI-powered financial research platform / AI agent for equity research
Founded
2023
Headquarters
San Francisco, California, United States
Team size
1-10 employees
Work style
Onsite
Industry
Technology, Information and Internet
Sub-industry
Financial research software
Offices
1885 Mission St, San Francisco, CA 94103, United States
Business model
B2B SaaS
enterprise subscriptions
sales-led API licensing
Funding
Stage
acquired
Total raised
$7.4M
Latest round
Acquired · Apr 2026
People & investors
Leadership
CEO and Co-Founder
Co-Founder and Chief Technology Officer
Work & culture
Public hiring materials emphasized a small, in-person team, minimal meetings, fast shipping, customer feedback loops, and Buffett-inspired values such as integrity, frugality, humility, and patience.
Work style
Onsite
Compensation
Public engineering job postings showed base salary ranges of about $150k-$230k and $175k-$230k for senior roles. No public benefits package was clearly disclosed.
Product & market
Pricing
Tiered, sales-led SaaS pricing with public regular/standard and enterprise-style plans; API access is handled through sales.
Differentiators
- —LLM-ready Markdown for SEC filings and earnings transcripts
- —Citations and source-grounded answers
- —AI agent workflows that can draft DCF models, slide decks, and memos
- —Coverage of roughly 8,000 U.S. public companies via API
- —Documents available shortly after SEC publication
- —Built for institutional investors and financial research workflows
Technology
Datadog
Vercel
Apple Pay
Python
TypeScript
Databricks
OpenAI
Tailwind CSS
React
Zoom
Snowflake
Elasticsearch
Postgres
Spark
Customers
institutional investors
hedge funds
asset managers
investment banks
sell-side analysts
Kennedy Capital
First Manhattan
PwC
Competitors
FinChat
Hudson Labs
Fira
EasyFin
Fin+
Generative Alpha
Scale & contact
Estimated revenue
Public estimates vary from about $440K ARR (GetLatka, 2025 estimate) to about $2.8M annual revenue (RocketReach, 2026 estimate); no audited public figure was disclosed.
Estimated monthly visits
53.9K
Traffic estimate as of May 2026
Signals & risks
Latest news
WindowsReport · Apr 2026
Coverage of the acquisition and the likely product integration into Microsoft 365, especially for financial-services use cases.
Nicolas Bustamante · Apr 2026
Founder announcement confirming Microsoft acquired Fintool, describing the product, the team, investors, and the integration direction into Microsoft 365/Office.
Neowin · Apr 2026
Secondary coverage of the acquisition, highlighting Fintool’s financial AI agents and Microsoft’s interest in bringing them into Office workflows.
Groq/Humain · Feb 2025
Use case describing Fintool’s financial research workflows, LLM pipeline, and performance gains from its inference stack.
Datadog
Customer case study describing Fintool’s architecture, scale, latency improvements, multi-provider LLM stack, and customer-retention impact.
Jobs and careers at Fintool
0 jobs at Fintool
No open positions
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