Fiscal.ai

Cover Block

Field	Value
Name	Fiscal.ai
Tagline	All-in-one investment research platform combining institutional-grade financial data, analytics, and conversational AI
Headquarters	Ontario, Canada
Founded	2021
Stage	Series A
Business Model	SaaS
Industry	Fintech
Technology Type	AI / Machine Learning
Geography	North America
Growth Profile	Venture Scale
Founding Team	6 Co-Founders
Funding Label	Series A
Total Disclosed	~$13,000,000 [Tracxn, 2025]

Links

• Website: https://fiscal.ai/
• LinkedIn: https://www.linkedin.com/company/finchat-io
• Careers: https://apply.workable.com/fiscal-ai/

Executive Summary

Fiscal.ai is an Ontario-based investment research platform that pairs institutional-grade financial data with a conversational AI interface. The company transitioned from a bootstrapped consumer-facing chat tool into a venture-backed data infrastructure company aiming at the layer beneath fintech and finance teams [Fiscal.ai, 2025] [TinySeed, 2025]. Launched as FinChat in April 2023 after the TinySeed Fall 2022 cohort, it rebranded to Fiscal.ai in June 2025 alongside a $10 million Series A led by Portage Ventures with participation from Social use and VanEck [BetaKit, 2023] [Fiscal.ai, 2025] [Tracxn, 2025].

The core product is a research Terminal with company pages, screening, and APIs (plus an MCP endpoint for platform builders) that lets users query global public-equity, ETF and fund data through natural language and spreadsheet-style interfaces [Fiscal.ai, 2024] [Crunchbase, 2025]. The founding team is led by CEO Braden Dennis, COO Adrian Iwanicki, CPO Kevin Bojan and CTO Ryan White, with co-founders Chet Flanagan and Danielle McFaul [Preqin, 2025] [TinySeed, 2022] [LinkedIn, 2026]. Total disclosed capital stands at $13 million across a 2022 seed and the 2025 Series A [Tracxn, 2025].

Data Accuracy: GREEN -- Confirmed by Fiscal.ai company posts, BetaKit, TinySeed, Tracxn, Crunchbase and Preqin.

How the Company Got Here

Fiscal.ai began as FinChat, a Toronto-area startup founded in 2021 by Braden Dennis, Adrian Iwanicki, Kevin Bojan, Ryan White, Chet Flanagan and Danielle McFaul [Tracxn, 2025] [Preqin, 2025] [LinkedIn, 2026]. The original premise was to let investors query public company data in plain English to receive structured financial KPIs [Starter Story, 2023] [Startups for the Rest of Us, 2023]. The product launched in April 2023, backed by the TinySeed Fall 2022 cohort [BetaKit, 2023] [TinySeed, 2022].

The company's first institutional round was a $1.5 million USD seed led by Social use in 2023 [BetaKit, 2023]. Over the following two years, FinChat evolved into a research Terminal, adding company pages, segment-level KPIs, screening and APIs [Fiscal.ai, 2024] [Skywork, 2025]. In June 2025, the company announced a $10 million USD Series A led by Portage Ventures and rebranded to Fiscal.ai to signal its shift toward financial data infrastructure [Fiscal.ai, 2025] [Tracxn, 2025].

Data Accuracy: GREEN -- Confirmed by Fiscal.ai, BetaKit, TinySeed, Tracxn and Preqin.

Product and Technology

Fiscal.ai positions itself as a research and data platform for capital markets with a research Terminal and modern APIs [Fiscal.ai, 2024]. The Terminal surfaces company-level pages for global public equities, ETFs and funds with standardized financials, segment and KPI data, valuation metrics, and investor-relations material. The conversational layer lets users ask natural-language questions grounded in the underlying dataset [Crunchbase, 2025] [Skywork, 2025].

The second product surface is the API and MCP (Model Context Protocol) endpoint marketed to platform builders and institutions [Fiscal.ai, 2024]. This layer powers the financial data behind tools and platforms that finance teams and fintech companies rely on [TinySeed, 2025]. The MCP exposure makes Fiscal.ai's dataset directly addressable from third-party LLM agents [Fiscal.ai, 2024].

Data Accuracy: GREEN -- Confirmed by Fiscal.ai product pages, TinySeed, Crunchbase and Workable postings.

Market Research and Opportunity

Fiscal.ai operates in the professional and prosumer investment-research stack, a category dominated by Bloomberg, Refinitiv, FactSet and S&P Capital IQ. Fiscal.ai serves individual and small-fund investors who cannot justify a five-figure terminal seat, and fintech teams that need programmatic access to fundamentals and KPIs [TinySeed, 2025] [Fiscal.ai, 2024].

Sizing claim	Value
Total disclosed funding to date	~$13M
Series A round size	$10M USD
Seed round size	$1.5M USD

Data Accuracy: YELLOW -- Funding figures confirmed by Tracxn, BetaKit and Fiscal.ai; market sizing remains analogous.

Competitive Landscape

Fiscal.ai is positioned as an AI-forward alternative to the legacy terminal, with Koyfin as its closest peer and Bloomberg, FactSet and Capital IQ as the incumbents [Tracxn, 2025] [Skywork, 2025].

Company	Positioning	Stage / Funding
Fiscal.ai	AI-native research Terminal plus data APIs / MCP	Series A, ~$13M disclosed
Koyfin	Web-based terminal for professional and prosumer investors	Series B-stage challenger

Data Accuracy: YELLOW -- Subject confirmed by Fiscal.ai and Tracxn; Koyfin comparison drawn from Tracxn and Skywork.

Opportunity

Fiscal.ai aims to become the default AI-native data layer for public-market research, sitting between raw filings and fintech platforms. The company has a paying prosumer base, a Tier-1 Canadian fintech investor (Portage), and a live distribution partnership with eToro [Fiscal.ai, 2026] [Tracxn, 2025].

Data Accuracy: YELLOW -- Strategic narrative grounded in Fiscal.ai, TinySeed, Tracxn and BetaKit.

Sources

1. [Fiscal.ai, 2024] Fiscal.ai homepage | https://fiscal.ai/
2. [Fiscal.ai, 2024] The Modern Financial Data Platform | https://fiscal.ai/help/
3. [Fiscal.ai, 2024] Pricing - Fiscal.ai | https://fiscal.ai/pricing/
4. [Fiscal.ai, 2025] FinChat is now Fiscal.ai, Announcing our $10M Series A and Rebrand | https://fiscal.ai/blog/series-a-announcement/
5. [TinySeed, 2025] Fiscal.ai Secures $10M Series A to Build the Future of AI-Powered Finance | https://tinyseed.com/latest/fiscal-ai-10m-future-ai-finance
6. [Tracxn, 2025] Fiscal.ai 2025 Company Profile | https://tracxn.com/d/companies/fiscal.ai/__VEU0zqgx4en-xiri1nAgisz6GmdhME4XORiWTl9ax1I
7. [Preqin, 2025] Fiscal.ai Asset Profile | https://www.preqin.com/data/profile/asset/fiscal-ai/611050
8. [Crunchbase, 2025] Fiscal.ai Crunchbase Company Profile | https://www.crunchbase.com/organization/finchat-dfe3
9. [BetaKit, 2023] FinChat secures $1.5 million USD from Social use | https://betakit.com/finchat-secures-1-5-million-usd-from-social-use-to-expand-ai-powered-stock-research-platform
10. [TinySeed, 2022] FinChat (TinySeed Fall 2022 Cohort) | https://tinyseed.com/latest/finchat-tinyseed-fall-2022-cohort-secures-15-million-to-expand-ai-powered-stock-research-platform
11. [Starter Story, 2023] How Three Founders Built FinChat to $1M ARR | https://www.starterstory.com/finchat-breakdown
12. [Startups for the Rest of Us, 2023] Episode 705 | https://www.startupsfortherestofus.com/episodes/episode-705-from-bootstrapped-to-mostly-bootstrapped
13. [Fiscal.ai, 2026] Fiscal.ai Current Openings | https://apply.workable.com/fiscal-ai/
14. [LinkedIn, 2026] Chet Flanagan LinkedIn profile | https://www.linkedin.com/in/chet-flanagan-a27a2315b/
15. [LinkedIn, 2026] Danielle McFaul LinkedIn profile | https://www.linkedin.com/in/daniellemcfaul/
16. [Skywork, 2025] Fiscal.ai Review 2025 | https://skywork.ai/skypage/en/Fiscal.ai-(Formerly-FinChat)-Review-2025:-Your-AI-Co-Pilot-for-Investment-Research/1976115350401118208
17. [PitchBook, 2026] Stratosphere Technology Company Profile | https://pitchbook.com/profiles/company/522522-19