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AI equity research analyst
Fintool is an equity research AI agent offering an AI research agent that reads SEC filings and earnings calls to answer investment questions. Founded in 2023 and based in San Francisco, California, USA, Fintool helps institutional investors automate AI equity research work and get results faster.
Fintool takes text and documents as input and produces text and insights. It combines large language models with task-specific AI, with the vendor managing prompts, models and updates. It connects to tools such as Excel, Google Sheets, Slack and REST APIs, so the agent works inside existing workflows.
Fintool is built for institutional investors. It suits teams that want SEC filing analysis and earnings call Q&A without adding headcount, while keeping people in control of review and final decisions.
Fintool is often compared with Fiscal.ai. Fintool stands out for SEC filing analysis and screening agents. The right choice depends on your workflow, integrations and budget, so compare both on a real task.
Pricing Model
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Fintool for individuals and growing teams. See fintool.com for current pricing.
Fintool for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| SEC filing analysis | , | |
| Earnings call Q&A | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Screening agents | , | |
| Cited answers | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
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API Types
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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