FINNY is addressing a structural pain point in wealth management: organic growth. Independent financial advisors and registered investment advisors (RIAs) are excellent at serving clients but typically lack the time, data, and marketing infrastructure to systematically find new ones. FINNY's platform applies AI to prospecting and marketing, identifying ideal-fit prospects, scoring them, and orchestrating personalized outreach so advisors can grow their books without expensive ad spend or large sales teams.
The platform's core is a proprietary scoring and targeting engine that surfaces prospects most likely to convert for a given advisor, combined with automated, personalized marketing campaigns that nurture those prospects over time. FINNY reports striking efficiency: an average of $7.7 million in new client assets per advisor annually at near-zero customer acquisition cost, and 50x revenue growth since January 2025. More than 400 firms use the latest version of the platform.
FINNY was founded in March 2024 by AI engineers Eden Ovadia, Victoria Toli, and Theo Janson. The founding team's engineering depth shows in the product's data-driven approach to a problem the advisory industry has historically solved through referrals and relationships alone. By making organic growth measurable and repeatable, FINNY aims to give independent advisors a scalable growth channel that previously only large firms could afford.
In December 2025, FINNY closed a $17 million Series A led by Venrock, with participation from former Vanguard chairman and CEO William McNabb, Activant, and Altruist founder Jason Wenk, alongside continued support from existing investors Y Combinator, Maple VC, and Crossbeam Ventures. The round brought FINNY to more than $20 million in new funding over the prior year, following a $4.3 million seed round in December 2024.
The participation of wealth-management heavyweights like McNabb and Wenk underscores how seriously the industry takes the organic-growth problem and positions FINNY as a category leader in AI-driven advisor growth tooling.