Your New
Source of
Alpha.

The AI research platform for the buy side.

Backed byY Combinator

01 / The problem

You’ve been stitching it together.

Claude in one tab. Bloomberg in another. Python notebook open, Excel at the bottom, sell-side PDFs in your inbox. You glue it together every morning to cover your book.

Kimpton is AI designed for portfolio managers. Compound your edge on an institutional platform that lets you focus on the decisions only you can make.

Kimpton AI Dashboard — trade war briefing with live sector analysis

02 / How it works

Three steps to trade proposals on your desk every morning.

PortfolioLIVE
AAPL14.2%+2.1%
MSFT11.8%+1.4%
NVDA9.6%+3.8%
GOOGL7.1%-0.3%
Live · custodian sync
Step 01

Connect your book.

Connect via your custodian, PMS, or direct upload. Kimpton ingests positions, P&L, and cost basis — and keeps every answer grounded in what you actually own.

Investment Mandate
PDF · 12 pages
Q1 2026 Thesis
MD · Updated 2d
Semis Sector Model
XLSX · 340 rows
Earnings Transcripts
14 files
Step 02

Organize your vault.

Drop in your investment mandate, thesis docs, sell-side research, and sector models. Kimpton references them before every recommendation.

Trade Proposal06:12 AM
EQT$48.20+1.2%

Natural Gas for AI Data Centers

ActionBUY +2.5% WT
Target$58 (+18%)
Stop$42 (-8%)
Horizon3–6 mo
Conviction8.2/10
MandateTax-lotRisk
Step 03

Receive trade proposals.

Every morning before the bell, trade proposals hit your desk — tailored to your book, cited to source, and ready to act on.

The top portfolio managers use Kimpton for

Deep Research
Trade Proposals
Morning Digest
Thesis Validation
Earnings Coverage
Observability
Investor Reporting
Firm Brain
SEC Filings
13F Tracking
Sector Screening
Factor Analysis
Backtesting
Insider Trades
Event Monitoring
Peer Benchmarking
Deep Research
Trade Proposals
Morning Digest
Thesis Validation
Earnings Coverage
Observability
Investor Reporting
Firm Brain
SEC Filings
13F Tracking
Sector Screening
Factor Analysis
Backtesting
Insider Trades
Event Monitoring
Peer Benchmarking
Deep Research
Trade Proposals
Morning Digest
Thesis Validation
Earnings Coverage
Observability
Investor Reporting
Firm Brain
SEC Filings
13F Tracking
Sector Screening
Factor Analysis
Backtesting
Insider Trades
Event Monitoring
Peer Benchmarking

03 / Voices from the desk

What portfolio managers are telling us.

PM at a long/short equity hedge fund
I use Claude Code to build trackers that scrape the web, automatically process SEC filings, track 13Fs. Rather than sign on three or four different services, I just do it in one place.
PM at a mutual fund complex
I've had an LLM hallucinate an entire company to me. When you call for specific facts, this stuff just doesn't deliver. It's remarkable how bad it is at even basic math.
PM at a $40B+ sustainable equity fund
I get a lot of recommendations every week. I have limited bandwidth to do a deep dive on each one. So you end up asking — is this really a good idea or not?
PM at a long/short equity hedge fund
I use Claude Code to build trackers that scrape the web, automatically process SEC filings, track 13Fs. Rather than sign on three or four different services, I just do it in one place.
PM at a mutual fund complex
I've had an LLM hallucinate an entire company to me. When you call for specific facts, this stuff just doesn't deliver. It's remarkable how bad it is at even basic math.
PM at a $40B+ sustainable equity fund
I get a lot of recommendations every week. I have limited bandwidth to do a deep dive on each one. So you end up asking — is this really a good idea or not?
PM at a long/short equity hedge fund
I use Claude Code to build trackers that scrape the web, automatically process SEC filings, track 13Fs. Rather than sign on three or four different services, I just do it in one place.
PM at a mutual fund complex
I've had an LLM hallucinate an entire company to me. When you call for specific facts, this stuff just doesn't deliver. It's remarkable how bad it is at even basic math.
PM at a $40B+ sustainable equity fund
I get a lot of recommendations every week. I have limited bandwidth to do a deep dive on each one. So you end up asking — is this really a good idea or not?
Built for
The modern
Portfolio manager.

04 / Build vs Buy

You’ve seen the pieces. If you were going to build this in-house — the data contracts, the agents, the infrastructure — here’s what the math actually looks like.

Your head of technology’s roadmap.Available today.

Metric

Build in-house

With Kimpton

Time to production

12–18 months

Days

Engineering headcount

3–5 quants + data eng

Zero

Data vendors to wrangle

6+ contracts

One

Annual run-rate

$1–3M+

Fraction of one quant hire

LLM + infra costs

On your P&L

Bundled

Maintenance burden

Your team, forever

Ours

05 / Data coverage

Every answer grounded in the same surface.

Equities
21,000+ US and international tickers
Fundamentals
10+ yrs of income, balance, cash flow, ratios
Sell-side estimates
Consensus forecasts and revisions, by ticker
SEC filings
10-K, 10-Q, 8-K, S-1, proxies — ingested in real time
Insider trades
Form 4 transactions, by issuer and officer
13F holdings
Quarterly, manager and position-level
Earnings transcripts
Prepared remarks and Q&A, call-by-call
M&A activity
Mergers, acquisitions, deal terms and timelines
Options chains
Strikes, expiries, Greeks — live and historical
Executives & management
Officers, directors, tenure and biographies
News + macro
Real-time headlines, sectors, rates, FX
Internal documents
Mandates, theses, memos, transcripts you upload

06 / Our vision

Built by PMs,
for PMs.

In 2021, at 21 and 22 years old, we left Goldman Sachs to start a hedge fund. We raised $10M, ran quant systematic trading for four years, and built every research tool we couldn’t buy. In 2025, we turned that internal stack into Kimpton — for the rest of the buy side.

AI can’t trade. Portfolio managers can. That’s the difference. Our vision is to automate the research so you can make the decisions — consolidating data, running analysis, and surfacing conviction-backed proposals. We free you from the grinding work that keeps you from what only you can do: think, judge, and decide.

Alongside institutional investors, we’re building a new standard for how portfolio managers work.

07 / Security

Enterprise-grade security.

Read-only access

No model training

Revocable connections

SOC 2 Type II

End-to-end encryption

Tenant isolation

Data encrypted at rest with AES-256 and in transit with TLS 1.2+. SOC 2 Type II audit in review.

08 / Discovery call

Meet with our
co-founder.

Jack Zumwalt

Jack Zumwalt

Co-founder & CEO, Kimpton AI

What we’ll cover

  • Where your portfolio, mandate, and research context live today.
  • Live trade proposals, deep research, reports, dashboards, charts, and backtests.
  • A concrete view of where Kimpton fits your workflow.