Kimpton AI

AI for portfolio managers

Spring 2026ActiveFintechAsset ManagementFintechInvestingAISan Francisco, CA, USA; Remote

Company

Kimpton is the AI research platform for the buy side, built by ex-Goldman engineers who left to start a hedge fund with $10M and ran it for four years before productizing the stack. Portfolio managers spend most of their day on work that isn't investing: filings, earnings prep, 13Fs, peer benchmarking, thesis validation, trade writeups. Kimpton runs all of it autonomously and delivers structured Trade Proposals with full rationale, fitted to a portfolio manager's mandate and strategy. Risk profile, style, and constraints live in plain-text mandate.md and strategy.md files that drive every analysis the system performs. The rest of the desk sits alongside: Deep Research cited to source, natural-language Dashboards, Agentic Charting & Backtests, scheduled Skills for recurring workflows, and auto-generated Reports. Coverage includes FactSet pricing, fundamentals, estimates, transcripts, ownership, and M&A data, plus live prediction markets from Polymarket. Humans make the decisions. AI does everything else.

Note: This is a preliminary assessment based on limited publicly available information. We did not have access to LinkedIn profiles or live product screenshots for this analysis. We will update this entry with a more thorough review soon.

Verdict

High Signal

Market Opportunity

Buy-side portfolio management tooling is a large, well-defined B2B enterprise market with high willingness to pay — professional asset managers routinely pay $50K–$500K/year per seat for platforms like Bloomberg, FactSet, and AlphaSense. The ICP is specific (portfolio managers at hedge funds and asset managers) and the pain points described (filings, earnings prep, 13F analysis, thesis validation) are real and well-documented. Global AUM exceeds $100T, and even a fraction of the analytical workflow tooling market represents a $1B+ TAM.

High Signal

Founder Signal

All three co-founders were at Goldman Sachs (Jack in detection engineering, Mauricio on the critical infrastructure team at Marcus), then co-founded Level III Capital, a systematic digital asset trading firm where they actually deployed and ran capital. Mauricio served as CTO & Co-CIO architecting trading systems; Adrian was founding engineer on systematic trading infra; Jack ran quantitative systematic strategy. Four years running a real fund with $10M AUM is the most important signal — they built and operated the exact workflow they are now productizing.

Medium Signal

Competition

The buy-side AI research space is increasingly crowded: AlphaSense, Tegus, Visible Alpha, Kensho (S&P), and newer AI-native entrants like Daloopa and Quartr all compete for parts of this workflow. Bloomberg and FactSet (whom Kimpton integrates) have their own AI roadmaps. The differentiation argument — built by people who actually ran a fund and ate their own cooking — is real and meaningful, but not insurmountable by well-funded incumbents. The mandate.md/strategy.md personalization layer is a defensible angle if it creates switching costs.

Medium Signal

Product

The product description is substantive — Trade Proposals, mandate.md/strategy.md config, FactSet data integration, Polymarket feeds, scheduled Skills — suggesting real engineering depth behind the product. However, no named customer logos, pricing page, revenue metrics, or live demo evidence are cited. The claim that they 'productized the stack' from their own hedge fund is a strong credibility signal but unverified from external sources.

OverallA Tier

This is one of the stronger founder-market fit stories in fintech AI: three ex-Goldman engineers who actually co-founded and ran a $10M hedge fund for four years before productizing their own internal stack. That's not a narrative — it's operational credibility most AI-for-finance startups entirely lack. The product description shows genuine technical sophistication (FactSet integration, Polymarket live data, mandate-driven analysis, agentic backtests), not just an OpenAI wrapper on top of filings. The main risks are: (1) no external evidence of paying customers yet, so the productization transition from internal tool to commercial SaaS is unproven; (2) the competitive landscape is well-capitalized and incumbent players are moving fast on AI; (3) LinkedIn profiles unavailable, so claimed backgrounds are unverified beyond YC bios. If they have even 5-10 paying fund customers at meaningful ACV, this is an S.

Active Founders

Adrian Del Bosque

Founder

Co-founder and founding engineer at Kimpton AI (YC P26). Building the IDE for investing. Before YC, I was a founding engineer at Level III Capital, where I architected systematic trading systems for digital assets.

Mauricio Ortiz

Founder

Co-founder & CTO of Kimpton AI (YC P26). Building the IDE for investors. Before YC I Co-founded Level III Capital as CTO & Co-CIO, architecting systematic trading systems in digital assets. I started my career as a DevOps Engineer on the critical infrastructure team at Goldman Sachs (Marcus).

Jack Zumwalt

Founder

Co-founder, CEO @ Kimpton AI (YC P26). Building the IDE for investors. Previously I co-founded and ran quantitative systematic trading strategy at Level III Capital. Before that, detection engineering at Goldman Sachs.

Kimpton AI

TierA Tier

BatchSpring 2026

Team Size5

StatusActive

LocationSan Francisco, CA, USA; Remote

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