Fiscal.ai
PrivateLast Round
Series A
Jun 17, 2025
Total Funding Raised
$11.75M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Fiscal.ai operates in FinTech and is based in Toronto. Its latest recorded funding round was a Series A round in June 2025.
Fiscal.ai is a financial technology company that provides an AI-powered investment research platform for analyzing global equities, ETFs, and funds.
Sector
FinTech
Verticals
Financial Data, NLP & Conversational AI, Investment Platforms, API Management, Business Intelligence
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Infrastructure
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Fiscal.ai Comparables
Compare Fiscal.ai with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Quartr | 85% | |
| Microsoft | 83% | |
| Brightwave | 83% |
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Fiscal.ai Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Jun 17, 2025 | ||||
| Seed | Nov 1, 2023 | ||||
| Pre Seed | Nov 1, 2022 |
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Fiscal.ai Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| VanEck | Series A |
| TinySeed | Pre Seed |
| Social Leverage | Series A, Seed |
| Portage | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 27, 2026
Open roles increased to 38, representing 97% of headcount.
- Jul 6, 2026
Open roles increased from 0 to 6, representing 15% of headcount.
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Recent news
Latest coverage and updates
- has_revenue_increased_byNov 4, 2026
On Nov 4th '26, Fiscal.AI reports 3.7% pro forma revenue growth for the third quarter.
- has_earnings_increased_byNov 4, 2026
Fiscal.AI reports third-quarter adjusted EPS growth of 6.6% on Nov 4th '26.
- has_revenueNov 4, 2026
Fiscal.AI reports quarterly revenue of $3.45B for the quarter on Nov 4th '26.
- integrates_withOct 29, 2026
On Oct 29th '26, Fiscal.AI integrates with Microsoft Corp. through an MCP connector that lets Microsoft Copilot agents access real-time, source-auditable financial data for research and analysis, with data available within minutes of filing.
- hiresOct 29, 2026
Fiscal.AI hires Taiwo Adenusi as Head of Legal on Jul 6th '26, making her the 56th person on the team.
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Fiscal.ai Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Fiscal.ai's valuation, stock price, and market status.
Is Fiscal.ai a public or private company?
Fiscal.ai is a private company.
What is the current stock price of Fiscal.ai?
Fiscal.ai is a private company, so its shares have no public market price. Caplight tracks Fiscal.ai's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Fiscal.ai worth (valuation)?
Valuation information for Fiscal.ai is not publicly available.
Can I buy Fiscal.ai stock?
Fiscal.ai shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Fiscal.ai's last funding round?
Fiscal.ai's most recent funding round was Series A on June 17, 2025.
Who are the main investors in Fiscal.ai?
Key investors in Fiscal.ai include Social Leverage, Portage.
Will Fiscal.ai IPO soon?
No public IPO plans have been announced for Fiscal.ai.
How can I track Fiscal.ai secondary market activity?
Caplight tracks bids, offers, and trades in Fiscal.ai's shares on secondary markets.