FINNY
AI prospecting and marketing platform for financial advisors
FINNY helps advisors find and convert clients using a proprietary F-Score matching engine to identify high-intent prospects and automate outreach across email, LinkedIn and voicemail. It reports more than 400 firms on its latest platform.
GAII take
Growth-side AI is underpenetrated versus ops tooling; rapid traction but outreach automation carries marketing-rule risk.
Growth-side AI is underpenetrated versus ops tooling; rapid traction but outreach automation carries marketing-rule risk.
- Website
- finny.com
- Headquarters
- New York, NY, USA
- Founded
- 2024
- Company type
- Startup
- Funding
- $20M · Series A
- Latest round
- Series A · $17M · Dec 2025
- Status
- Active
- Founders
- Eden Ovadia, Victoria Toli, Theo Janson
- Investors
- Venrock, Y Combinator, Maple VC, Crossbeam Ventures
- Buyer
- Wealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- Fundraising & deal origination
- Ai capability
- Agents & automationGenerative content
- Delivery
- SaaS application
GAII ID GAII-T0191 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.