Kimpton AI: The IDE for Investors

The IDE for Investors

In investment management, the final outcome isn't a deck or a memo. It's the trade. Kimpton is the AI-native research platform for portfolio managers. We're commoditizing the research layer and handing PMs data distilled into structured trades. The whole industry is fighting underperformance. Active managers trail their benchmarks, and capital keeps bleeding into passive. AI was supposed to fix that, but it hasn't. Funds either stitch together a dozen point tools or babysit general agents all day, and neither gets them to the trade. Kimpton goes straight to it. It ingests a fund's mandate, strategy, and positions. It runs them through our own harness and returns a structured trade proposal built for that fund. It connects to any institutional data source they already run on. And it's built to disagree, because consensus is poison for investment decisions. Instead of telling a PM what they want to hear, it surfaces the breaches and risks they'd otherwise miss. We're two ex-Goldman engineers and an ex-SpaceX engineer. We left to start our own quantitative systematic hedge fund. We raised $10M from a family office at 21 and 22, and scaled it to $35M over four years. We built Kimpton inside that fund, then productized the stack. We're live with our first institutional client, a $3.3B manager, and our first market is fundamental equity funds from $1B to $10B. Humans make the decisions. Kimpton does everything else.

Active Founders

Jack Zumwalt

Founder

Co-founder, CEO @ Kimpton AI (YC P26). Building the IDE for investors. Jack ran systematic strategies and managed daily operations of Level III Capital, a quantitative systematic trading firm he co-founded after raising $10M to seed the fund at the age of 22. Prior to that, he was a detection engineer at Goldman Sachs, writing algorithms to detect malicious threat actors who were trying to cyber attack the investment bank.

Jack Zumwalt

Founder

Co-founder, CEO @ Kimpton AI (YC P26). Building the IDE for investors. Jack ran systematic strategies and managed daily operations of Level III Capital, a quantitative systematic trading firm he co-founded after raising $10M to seed the fund at the age of 22. Prior to that, he was a detection engineer at Goldman Sachs, writing algorithms to detect malicious threat actors who were trying to cyber attack the investment bank.

Adrian Del Bosque

Founder

Co-founder, Founding Engineer @ Kimpton AI (YC P26). Building the IDE for investors. Adrian was a founding engineer at Level III Capital, a quantitative systematic trading firm, where he built the trading infrastructure. Prior to that, he was a Senior Cloud & Platform Engineer at Vistra, managing the cloud infrastructure behind the monitoring application for its 44,000 megawatt power generation fleet. He began his career at SpaceX as part of the Automation & Controls team.

Adrian Del Bosque

Founder

Co-founder, Founding Engineer @ Kimpton AI (YC P26). Building the IDE for investors. Adrian was a founding engineer at Level III Capital, a quantitative systematic trading firm, where he built the trading infrastructure. Prior to that, he was a Senior Cloud & Platform Engineer at Vistra, managing the cloud infrastructure behind the monitoring application for its 44,000 megawatt power generation fleet. He began his career at SpaceX as part of the Automation & Controls team.

Mauricio Ortiz

Founder

Co-founder, CEO @ Kimpton AI (YC P26). Building the IDE for investors. Mauricio oversaw the entire technical implementation of the investment process, from research to trade execution, at Level III Capital, a quantitative systematic trading firm he co-founded after raising $10M to seed the fund at the age of 21. Prior to that, he was part of the critical infrastructure team at Goldman Sachs which handled systems for its consumer bank and the Apple Card.

Mauricio Ortiz

Founder

Co-founder, CEO @ Kimpton AI (YC P26). Building the IDE for investors. Mauricio oversaw the entire technical implementation of the investment process, from research to trade execution, at Level III Capital, a quantitative systematic trading firm he co-founded after raising $10M to seed the fund at the age of 21. Prior to that, he was part of the critical infrastructure team at Goldman Sachs which handled systems for its consumer bank and the Apple Card.

Company Launches

Kimpton: Cursor for portfolio managers

See original launch post

TL;DR AI can’t trade, but portfolio managers can. Kimpton combines high-resolution public financial markets data, portfolio manager strategy/mandate, portfolio holdings, and transaction data to generate trade ideas for managers.

https://www.youtube.com/watch?v=3aED4nL3G50

Our Background

We are former Goldman Sachs and Vistra Energy engineers who started a quantitative hedge fund together in 2021 after raising $10M from a family office at the ages of 22 and 21 years old, scaling it to $35M at its peak.

We spent four years systematically trading using the tools that we built in-house to support our systems. Internally, we developed Kimpton to automate many of our own workflows.

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The Problem

AI can’t trade. After all, LLMs are the most overfit backtest in all of human history. They are consensus machines and sycophantic by nature. As a result, AI goes largely unused by portfolio managers today.

Agents finally had depth in 2025. We tested LLMs on the markets and were unimpressed with the output. LLMs can’t trade because they are consensus machines and sycophantic by nature. They lack the edge that portfolio managers provide.

AI can’t trade like a portfolio manager, but they can research at 100X the efficiency of an investment analyst. For this reason, Kimpton revolves around the portfolio manager, solving increasingly all of the workflows that they need.

Analysts spend weeks aggregating data and synthesizing it to generate singular trade ideas that are passed up to portfolio managers for review. It’s time for a change.

Investment management is built on the idea that analysts and PMs need to spend their days staring at screens all day to find edge in the markets.

To refactor the investment management industry, we can’t simply provide better tools. We have to automate the entire research layer instead.

The Solution

Kimpton automates the analysis layer by securely ingesting firm-wide context, portfolio, and transaction data to synthesize fully-formed trade recommendations fitted to their portfolio.

Portfolio managers can challenge the results of the trade proposals through a process we call Adversarial Review, an agentic Socratic questioning to assist portfolio managers in coming to their own conclusions.

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We developed a harness specifically for the financial markets to make aggregation efficient, fast, and accurate. It has access to high-quality institutional data sources through Factset, Massive, and Tiingo. Real-time data on tens of thousands of global assets across equities, ETFs, indices, insider trades, SEC filings, events, transcripts, company fundamentals, corporate leadership, and more!

Our AI agents also provide portfolio managers with the ability to generate many different types of artifacts, such as real-time dashboards, institutional-grade reports, and comprehensive visualizations.

Traction

Kimpton is deployed and generating trade proposals on billions of dollars of assets under management today.

Portfolio managers are using Kimpton to monitor their exposures, understand investment thesis drift, earnings coverage, manage positioning across teams, investor reporting, and as an investment team collective brain.

Portfolio managers are underserved today when the potential to refactor the way they work is massive. Kimpton is focused on improving the lives portfolio managers who are actively making decisions in the public markets.

Ask

If you know anyone who manages assets a hedge fund, family office, mutual fund, ETF manager, or other public markets manager — we’d love to speak with them.

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