FINNY AI Inc. is an AI-driven prospecting and marketing platform for financial advisors. The company has raised $17 million in Series A funding to expand its fast-growing business. The round was led by Venrock and saw new investments from former Vanguard Chairman and CEO William McNabb, Activant, and Altruist founder Jason Wenk. Y Combinator, Maple VC, and Crossbeam Ventures continue to support Finny. The investment follows FINNY’s $4.3 million seed round in late 2024.
Founded in March 2024 by AI engineers Eden Ovadia, Victoria Toli, and Theo Janson, FINNY was created to address a persistent challenge in wealth management: driving organic growth despite limited advisor time and resources. Industry research indicates that most registered investment advisors struggle to scale prospecting efforts as consolidation slows and firms refocus on organic expansion. FINNY tackles this issue by automating the entire prospecting lifecycle, allowing advisors to spend less time chasing leads and more time serving clients.
“FINNY brings together deep technical, product and machine-learning expertise, and their approach reflects the next evolution of advisor-focused technology. We were particularly impressed by the strength of the founding team: three experienced AI engineers with a clear vision and the technical depth to execute it,” said Nick Beim, Partner at Venrock. “FINNY has already demonstrated a proven product and rapidly growing demand, underscoring the prevalence of the organic growth problem they’re solving for advisors. As investors committed to supporting cutting-edge technology companies, we’re excited to be part of FINNY’s journey.”
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The platform uses advanced automation and data intelligence, anchored by FINNY’s proprietary F-Score matching engine, which evaluates thousands of data points—such as liquidity events and career changes—to surface high-intent prospects. Advisors can then engage prospects across email, LinkedIn, voicemail, and other channels through a fully automated workflow.
“Our own experiences as young professionals seeking quality financial advice left us frustrated. There simply wasn’t a tool that captures the nuances of the average investor and their key financial needs,” said Ovadia, co-founder and CEO of FINNY. “FINNY gives advisors of all sizes access to automation that was once only available to the biggest firms. We built FINNY as a fully automated prospecting platform that advisors can set up quickly and trust to run in the background – guiding them from introduction to close without adding to their workload. This funding allows us to grow the team, expand our product and bring this level of automation to more advisors across the industry.”
FINNY has raised over $20 million in the past year. It plans to expand its engineering and product teams, enhance its AI capabilities, and boost go-to-market efforts. The platform now supports over 400 firms. It has helped advisors generate significant new client assets. This growth shows a strong demand for scalable, data-driven solutions in wealth management.
