About Fiscal.ai
Fiscal.ai is a Technology company based in Ontario (United States) founded in 2021 by Kevin Bojan, Braden Dennis, and Adrian I Iwanicki. AI-powered platform for financial data and investment research is provided. Fiscal.ai has raised $11.5 million across 3 funding rounds from investors including Social Leverage, VanEck and Portage. Its chief executive, as recorded, is Braden Dennis. Its website fiscal.ai draws about 716 thousand monthly visits. Its focus areas include FinTech, Investment Tech, Financial Databases and Public Company Data.
Company details
Fiscal.ai was founded in 2021 and is headquartered in Ontario, United States. An AI-driven platform is offered by the company for financial data analysis and investment research within the fintech sector. Global equities, ETFs, and funds are analyzed through aggregated investor relations content, company details, and key performance indicators. Data visualization tools, customizable dashboards, and personalized notifications are included for portfolio and watchlist monitoring.
- Total Equity Funding$11.5M (USD)
in 3 rounds
- Latest Funding Round$10M (USD), Series A
Jun 2025
- InvestorsSocial Leverage
& 3 more
Funding Insights of Fiscal.ai
Fiscal.ai has successfully raised a total of $11.5M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $10 million completed in June 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $11.5M
- Total Rounds 3
- Last Round Series A — $10M
- Investors Count 4
All 3 funding rounds of Fiscal.ai with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
4 investors in total: 4 institutional.
Investors in Fiscal.ai
Fiscal.ai has secured backing from 4 investors, including venture fund and institutional investors. Prominent investors backing the company include Social Leverage, VanEck and Portage.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
A global fintech and financial services investment platform is operated. | 2016 | portageinvest.com | Montreal, Canada | |
Venture capital firm and fund of funds focused on fintech, Adtech, and multiple sectors | 2009 | socialleverage.com | Scottsdale, United States | |
SaaS accelerator providing funding, mentorship, and community for bootstrapped founders. | tinyseed.com | |||
Exchange-traded funds and mutual funds are managed for investors. | 1955 | vaneck.com | New York, United States |
Investor details for Fiscal.ai
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Fiscal.ai
3 people are tracked at Fiscal.ai (3 in leadership).
| Name | Role | Group |
|---|---|---|
Kevin Bojan | Co-Founder & Chief Product Officer | Leadership |
Braden Dennis | Co-Founder & CEO | Leadership |
Adrian I Iwanicki | Co-Founder & COO | Leadership |
Complete people profiles for Fiscal.ai
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Fiscal.ai
3 dated milestones of Fiscal.ai across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Fiscal.ai is founded.
- Funding First funding round.
- Funding Latest funding round, Series A, of $10.0M.
Web traffic of Fiscal.ai
The website of Fiscal.ai (fiscal.ai) receives about 716.3K visits a month and ranks #65,555 among all websites worldwide, #4,135 in Investing.
- Monthly visits716.3K
▲ 23.1% vs previous month
- Unique visitors137K
per month
- Global rank#65,555
among all websites
- Category rank#4,135
Finance · Investing
- Bounce rate32%
- Pages per visit6.6
- Average visit5 min 46 sec
- DevicesDesktop 82% · Mobile 18%
Websites whose visitors overlap most with Fiscal.ai. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| macrotrends.net | 100% | #19,569 | View details | ||
| finviz.com | 100% | #2,210 | View details | ||
| valueinvestorsclub.com | 99% | #98,337 | View details | ||
| tradingeconomics.com | 99% | 21.3M | #4,723 | View details | |
| tradingview.com | 98% | 248.1M | #118 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 32 similar websites and full traffic analytics for Fiscal.ai
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 32 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Fiscal.ai (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about Fiscal.ai
Fiscal.ai was founded in 2021 and raised its 1st funding round 1 year after it was founded.
Fiscal.ai is headquartered in Ontario, United States. It is registered at Ontario, California, United States.
Braden Dennis is the CEO of Fiscal.ai, as recorded in our data. They have also founded this company.
Fiscal.ai is a funded company, having raised a total of $11.5M across 3 funding rounds to date.
Fiscal.ai was founded in 2021 and is headquartered in Ontario, United States. An AI-driven platform is offered by the company for financial data analysis and investment research within the fintech sector. Global equities, ETFs, and funds are analyzed through aggregated investor relations content, company details, and key performance indicators. Data visualization tools, customizable dashboards, and personalized notifications are included for portfolio and watchlist monitoring.
Fiscal.ai has 4 investors. Key investors include Social Leverage, VanEck, Portage, and TinySeed.
The website of Fiscal.ai receives about 716 thousand visits a month and ranks #65,555 among all websites worldwide.