The Business Brew

Braden Dennis - Beyond Bloomberg: Competing in the AI Era of Finance

20 snips
Sep 12, 2025
Braden Dennis, co-founder of Fiscal.ai and former Stratosphere.io innovator, dives into his entrepreneurial journey. He shares insights on building a financial platform that democratizes access to data and integrates AI. The discussion highlights customer acquisition challenges and competition with giants like FactSet. Braden reflects on investment strategies and the importance of clear KPIs in finance. He also touches on effective sales tactics and his personal growth from a small apartment to leading a 40-employee company, blending business with a love for travel.
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INSIGHT

Dual Consumer And B2B Go-To-Market

  • Fiscal.ai maintains a self-serve consumer product while adding a B2B API and sales motion for larger customers.
  • The API exposes their database for partners to build their own front ends or products.
ANECDOTE

Competitor Bought Our Data Feed

  • Perplexity, a competitor in financial chat, now buys Fiscal.ai's data API to power its product.
  • Fiscal.ai displays "data powered by fiscal.ai" attribution on partner finance pages.
ADVICE

Sell Cost Savings With Smooth Integration

  • Highlight measurable cost savings and concrete use-cases when selling data to fintechs and asset managers.
  • Expect a month or two for API integrations and prioritize developer mapping to ease switching.
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