The AI that does everything for you. It makes your carousels, scripts and captions, runs your lead funnel, and follows up on every lead, then texts you the finished work.
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Stage
Startup
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Founded
2026
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Based in
US
US
Pricing model
Paid
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Pricing
Content: $99/month; Sales: $99/month; Both: $149/month at launch (normally $199/month). Heavy use can top up automatically, never more than $50/month on top for individual plans or $100/month for both plans combined, with a cap you can lower. Enterprise managed service from $2,500/month.
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Key features
Claude and ChatGPT in one thread
Branded carousel and social post generation
AI image generation
AI video generation
Meta Ads management
Email outreach
iMessage native control
Quiz funnel for ads
Lead follow-up automation
Bank-grade encryption
AI-powered document chat interface for instant analysis of manager documents and internal memos
Automated report generation with AI agents for complex background tasks
Automatic data extraction from financial documents
Matrix tool for side-by-side comparison of managers and funds
AI Research Hub for zero-effort document organization and management
Actions and alerts for continuous monitoring of document changes
Integration with Backstop, Dynamo, Bipsync, Salesforce and other institutional systems
100% verifiable outputs with precise citations to source documents
SOC 2 Type II compliance for enterprise-grade security
Strict data segregation ensuring client data remains confidential
What makes it different
AI reports to your texts via iMessage with a real phone number
Delivers finished work in 60 seconds, not drafts
Integrates 1200+ agentic skills that route themselves per task
No surprise bills with owned monthly caps
Private data encryption with no model training
Purpose-built for allocators and wealth managers unlike generic AI tools
Processes thousands of documents at scale far beyond generic AI tools
Eliminates manual data entry with AI-native CRM that builds records from documents
Customizable to organization's workflows, templates, and investment processes
aiOS™
Finpilot