FINNY AI is an organic growth engine for financial advisors, using AI and data intelligence to help them find, prioritize and engage the right prospective clients. The platform automates much of the prospecting and marketing workflow that advisors traditionally do manually.
FINNY scores and surfaces high-fit prospects, then supports personalized outreach and marketing, aiming to make advisor growth more systematic and data-driven rather than referral-dependent.
The company was founded in March 2024 by AI engineers Eden Ovadia (CEO), Victoria Toli and Theo Janson, and is based in New York. It is a Y Combinator-backed company.
FINNY raised a $17M Series A in December 2025 led by Venrock, with participation from Y Combinator, Maple VC, Crossbeam Ventures, Activant, and notable angels including former Vanguard chairman and CEO William McNabb and Altruist's Jason Wenk.
The platform serves registered investment advisors and wealth management firms looking to scale client acquisition with AI.
FINNY competes in the AI prospecting category with a sharp vertical focus on the wealth management and financial advisory industry.