FinChat

AI-powered financial research assistant for public companies and investors

by FinChat

Canada🌐Cloud infrastructure (North America)

TrustKit ScoreRated across 5 compliance dimensions: data residency, legal jurisdiction, data retention, certifications, and regulatory fit.Caution

About FinChat

FinChat is a financial research platform that uses AI to answer questions about public companies, drawing from a comprehensive database of SEC filings, earnings call transcripts, financial statements, KPIs, and market data. Founded in 2022, the platform makes institutional-grade financial research accessible to individual investors, analysts, and finance professionals. The platform allows users to ask natural language questions like 'What is Apple's gross margin trend over the last 5 years?' or 'Compare Microsoft and Google's cloud revenue growth' and receive detailed, data-backed answers with charts and source citations. FinChat covers thousands of public companies across global exchanges. FinChat differentiates itself from general AI assistants by maintaining a verified financial database, reducing hallucination risk on factual financial queries. The platform includes custom dashboard creation, company comparison tools, and the ability to build investment models with AI assistance. FinChat is used by individual investors, equity research analysts, financial advisors, and finance students. The platform operates on US-based infrastructure and offers a free tier with limited queries and a Pro subscription for unlimited access. Data sourced from public filings and market data providers.

TrustKit Score Breakdown

?44% Caution

Data Residency

Where is your data stored and processed?

North American cloud infrastructure. No EU data residency option. Processes public financial data.

2/5

Legal Jurisdiction

Which laws govern the company and your data?

Canadian company. Canada has adequate GDPR data transfer status. Strong privacy legislation (PIPEDA). Not subject to US CLOUD Act.

3/5

Data Retention & Training

Is your data used for model training?

Primarily processes public financial data. User queries retained for service improvement. No sensitive personal data processed.

3/5

Certifications

ISO 27001, SOC 2, Cyber Essentials, etc.

No security certifications publicly disclosed. Early-stage fintech company.

1/5

Regulatory Fit

Suitability for regulated industries and professional services

Financial research tool using public data. Not a regulated financial advisor. Suitable for research purposes. Users should verify data independently for investment decisions.

2/5

Pricing

FreemiumFree tier

FreeFreeLimited queries per day · Basic company data · Public filing access

Pro$29/mo($19/mo annual)Unlimited queries · Advanced financial models · Company comparisons · …

Full pricing details →

Quick Facts

Starting PriceFree / $29/mo ProData HostingCloud infrastructure (North America)Trains on Your DataUses public financial filings and market data. User queries not used for training.Founded2022Employees11-50

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Frequently Asked Questions

Is FinChat GDPR compliant?

FinChat has a TrustKit compliance score of 44% (Caution). Data Residency: North American cloud infrastructure. No EU data residency option. Processes public financial data.. Legal Jurisdiction: Canadian company. Canada has adequate GDPR data transfer status. Strong privacy legislation (PIPEDA). Not subject to US CLOUD Act..

Where does FinChat store data?

FinChat hosts data in: Cloud infrastructure (North America). North American cloud infrastructure. No EU data residency option. Processes public financial data.

Does FinChat train on user data?

FinChat: Uses public financial filings and market data. User queries not used for training.. Primarily processes public financial data. User queries retained for service improvement. No sensitive personal data processed.