FINNY

FINNY is a software company operating from an undisclosed location that develops an artificial intelligence-driven prospecting platform to automate lead generation and organic growth for financial advisors. The software-as-a-service platform manages routine outreach tasks across email, LinkedIn, and voicemail, enabling wealth management professionals to focus on direct client relationship management. The organization operates with a workforce of 28 employees and reports early operational metrics including an 80 percent inbound customer rate, 70 percent close rates, and sales cycles of one to two days. FINNY has secured over $20 million in total venture capital funding, including a recent $17 million Series A round backed by investors such as Venrock, Y Combinator, Activant, Jason Wenk, and former Vanguard CEO William McNabb. The company was founded in 2024 by Eden Ovadia, Victoria Toli, and Theodore Janson.

High-Level Overview

FINNY AI is an AI-powered prospecting and lead generation platform designed for independent financial advisors, automating the process from prospect identification to booking meetings.[1][2][3][4] It builds tools that analyze millions of data points from a proprietary database of high-net-worth individuals, prioritizing prospects with an F-Score based on compatibility, life events, and conversion likelihood, while handling multi-channel outreach via email, LinkedIn, and voicemail.[1][3][4] FINNY serves financial advisors, RIAs, and wealth managers, solving the inefficiency of manual prospecting—where advisors waste up to 58 hours per client on unqualified leads—by enabling organic growth so they focus on relationships.[2][3][4] Founded in 2023 and launched in February 2024 (with public rollout in May 2024), it has raised over $20M total ($4.2M-$4.8M seed, $17M Series A in December 2025 led by Venrock), fueling rapid expansion and accolades like a 2025 WealthManagement.com Industry Award.[1][2][3]

Origin Story

FINNY was founded in 2023 by three engineers: Eden Ovadia (CEO), previously at BCG in tech, financial institutions, and private equity with a BEng in Software Engineering (ML focus) from McGill; Theo (ML expert), a former ML engineer at a fintech startup and AI researcher with BEng in EE/Math from McGill and MS in AI from Ecole Polytechnique; and Victoria, ex-Uber product manager leading Uber One growth with a BS in Symbolic Systems (AI focus) from Stanford.[2][3] The idea emerged from recognizing advisors' pain in organic growth amid AI advancements; the trio joined Y Combinator's Summer 2024 batch with a vision to build an "AI agent" for advisors, leveraging open-source LLMs and their expertise to develop the platform in just five months.[1][3] Early traction was swift: post-launch in February/May 2024, FINNY achieved significant user adoption in three months, won industry awards, and secured Series A funding by December 2025 from investors like Y Combinator, Venrock, and former Vanguard CEO William McNabb.[2][3]

Core Differentiators

FINNY stands out in the advisor tech space through its end-to-end automation and AI depth, differentiating from legacy lead-gen tools:

• Fully Automated Prospecting Workflow: Identifies prospects from millions of high-net-worth data points, prioritizes via F-Score (matching client similarity, needs, and conversion potential), and executes outreach across channels without advisor input—running "in the background" to book meetings.[1][2][3][4]
• Advanced AI and ML Matching: Goes beyond data scraping with proprietary algorithms analyzing interests, education, job titles, life events ("money in motion"), and compatibility, predicting high-conversion fits far more precisely than competitors.[1][3][4]
• Multi-Channel Engagement with Control: Automates personalized content, sequencing, follow-ups, and channel selection (email, LinkedIn, voicemail); offers "hands-off" mode or advisor-reviewed messages, reducing manual work from hours to minutes.[2][4]
• Quick Setup and Scalability: Set-it-and-forget-it design for busy advisors, backed by engineering-led rapid iteration (e.g., Y Combinator speed) and recent funding for deeper automation.[2][3]

These features earned it a 2025 WealthManagement.com award for its Organic Growth Engine.[2]

Role in the Broader Tech Landscape

FINNY rides the AI agent wave in fintech, transforming advisor prospecting amid explosive growth in independent RIAs and wealthtech adoption, where advisors seek tools to scale amid rising high-net-worth wealth and "money in motion" from life events.[1][2][4] Timing is ideal post-2023 AI boom, with open-source LLMs enabling fast builds like FINNY's five-month MVP, aligning with industry shifts from manual CRM to autonomous agents—similar to how InvestCloud and Orion modernize wealth platforms but focused on sales.[1][3] Market forces favor it: advisor shortages, regulatory pushes for personalized advice, and AI hype (e.g., Y Combinator backing) drive demand; FINNY influences the ecosystem by setting a new standard for "trust-first" organic growth, empowering independents over broker-dealers and accelerating AI integration in a $100B+ wealthtech market.[2][3]

Quick Take & Future Outlook

FINNY is poised to dominate AI-driven advisor growth, expanding its engineering/product teams with $20M+ funding to build a full "OS for independent financial advisors"—beyond prospecting to portfolio tools and analytics.[1][2][3] Trends like multimodal AI agents, deeper data privacy regs, and RIA consolidation will shape it, potentially integrating with platforms like Altruist or d1g1t for end-to-end workflows.[1][2] Its influence could evolve from niche prospector to ecosystem leader, booking meetings autonomously while advisors build trust, ultimately redefining organic scaling in fintech. This AI intern for advisors is just warming up its engines.