What FINNY does

FINNY is an AI-powered prospecting and marketing platform built exclusively for financial advisors. The company was founded in 2024 by Eden Ovadia, Victoria Toli, and Theodore Janson and is headquartered in New York. FINNY combines proprietary data intelligence with autonomous agent architecture to identify high-intent prospects, score their likelihood to convert, and execute multi-channel outreach campaigns on behalf of advisors — replacing the manual prospecting workload that consumes the majority of an advisor's non-client-facing time.

The platform's core technology centers on the F-Score predictive matching engine, which ranks prospects using a proprietary algorithm fed by 1.8 billion daily-updated intent signals and money-in-motion data (e.g., new home, job change, inheritance, retirement). The Hunter AI Chief Growth Officer, publicly rolled out in April 2026, layers memory-first architecture, context engineering, and a learned marketing intelligence layer on top of the matching engine to autonomously plan, create, and execute inbound and outbound campaigns. Feature modules include Intent Search, Prospect Enrichment, AI Voicemails, Multi-Channel Campaigns, and LinkedIn Actions; integrations span LinkedIn, Gmail, and Outlook. Security is anchored by a SOC 2 Type II audit covering August–October 2025, with annual third-party penetration testing and AWS-based U.S. data residency.

FINNY operates a per-seat subscription model at $500/month per End User with 12-month auto-renewing contracts and a 14-day paid trial, plus a Premium add-on at +$500/month per seat that bundles dedicated marketing expert support and white-glove campaign management. An Enterprise tier (FINNY for Enterprise Teams), launched June 2026, serves centralized marketing and BD teams at large wealth managers with intelligent lead routing, role-based permissions, and approval workflows. Distribution combines direct sales, a self-serve app at app.finny.com, and channel partnerships through broker-dealer networks including Osaic (270+ institutions, 11,000+ professionals, $700B+ AUA), Integrated Partners (220+ advisors, 116 offices, $22B AUA), and Mercer Advisors ($99B client assets) as the flagship Enterprise Teams customer. As of late 2025, FINNY reported 400+ firms on the platform and 50x revenue growth since January 2025, with approximately $21.8 million in total funding across a $4.3M seed (December 2024) and a $17M Series A (December 2025) led by Venrock at an implied ~$150M post-money valuation.

Name

FINNY

Legal name

FINNY AI, Inc.

Website

https://finny.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

11–50 employees

Short description

FINNY is an AI-powered prospecting and marketing platform built exclusively for financial advisors, combining proprietary intent data, F-Score lead scoring, and an autonomous Hunter AI agent to identify prospects and automate multi-channel outreach for individual advisors, broker-dealer networks, and large wealth management firms.

Ownership category

akta.pro rank

Product category

Wealth Management Technology / Advisor Prospecting Software

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

Keywords

• Wealth management prospecting
• Financial advisor marketing
• Predictive lead scoring
• AI prospecting software
• Advisor client acquisition

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription Revenue (Flexible Starter Package): Per-seat subscription at $500/month per End User, billed monthly, with 12-month initial term and automatic renewal for successive 12-month periods. Includes 14-day paid trial period with opt-out.
2. Premium Tier Add-On: Premium add-on at +$500/month per End User, adding monthly coaching check-ins with a dedicated marketing expert and monthly campaign management white-glove service.
3. Enterprise Licensing (FINNY for Enterprise Teams): Enterprise license for centralized marketing and BD teams at large wealth management firms; flagship deployment with Mercer Advisors to power outreach to tens of thousands of prospective clients across hundreds of advisors.

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels8 records

Core offering

FINNY is an AI-powered prospecting and marketing platform built exclusively for financial advisors. It combines a proprietary F-Score predictive matching algorithm, a database of 1.8 billion daily-updated intent signals, and an autonomous AI agent (Hunter) to identify high-value prospects, score their likelihood to convert, and run automated multi-channel outreach across email, LinkedIn, voicemail, and direct mail. The platform is delivered as a unified growth engine for individual advisors, teams, and large wealth management firms.

Product overview

FINNY is offered as a single unified AI-powered prospecting and marketing platform purpose-built for financial advisors, organized around a core Platform that integrates a proprietary F-Score predictive matching engine with a portfolio of modules and features — Intent Search, Prospect Enrichment, AI Voicemails, Multi-Channel Campaigns, and LinkedIn Actions — plus the Hunter autonomous AI Chief Growth Officer agent that orchestrates them. The same platform is delivered through three deployment configurations: FINNY for individual advisors, FINNY for Teams (with admin, brand/compliance, CRM integration, and collaboration tools), and FINNY for Enterprise Teams (with intelligent lead routing, centralized outreach at scale, and enterprise-grade controls, piloted by Mercer Advisors). The Premium 'FINNY Experts' add-on provides white-glove strategy and campaign management alongside the software.

Differentiator

Problem solved

Functional benefit

Brands

• Hunter: FINNY's autonomous AI Chief Growth Officer agent that plans, creates, and executes marketing and sales campaigns on behalf of financial advisors.
• FINNY for Enterprise Teams

Products and services

• FINNY Platform The core AI-powered prospecting and marketing platform for financial advisors, functioning as an organic growth engine that combines prospect intelligence, predictive matching, content generation, and automated multi-channel outreach. Sold via per-seat subscription to individual advisors and teams.
• Hunter (AI Chief Growth Officer) FINNY's first autonomous growth agent that plans, creates, and executes inbound and outbound sales and marketing campaigns on behalf of advisors. Built on memory-first architecture, context engineering, and a learned marketing intelligence layer to understand each advisor's niche, voice, and client profiles.
• FINNY for Enterprise Teams Enterprise growth platform purpose-built for centralized marketing and business development teams at large wealth management firms, offering intelligent lead routing, personalized campaigns at scale across email and LinkedIn, a unified inbox and analytics interface, and enterprise-grade compliance and approval controls. Flag deployment with Mercer Advisors.
• FINNY for Teams Team-oriented configuration of the FINNY platform adding admin tools for KPIs and account management, brand and compliance enforcement, CRM integration, and team collaboration features including shared dashboards and leaderboards.
• FINNY Experts Premium add-on service pairing advisors with a dedicated FINNY marketing expert for strategy, positioning, and hands-on campaign execution; bundled with the Premium pricing tier that adds monthly coaching check-ins and white-glove campaign management.

Quantifiable outcome

• 50x revenue growth since January 2025
• +9 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability12 records

Feature7 records

Partnerships

Five partnerships are on record, tiered flagship enterprise partner, flagship broker-dealer channel, major ria channel, strategic advisory board and strategic advisory.

• Mercer Advisors (Mercer Global Advisors)flagship enterprise partnerStrategic or Co-development Partner · 9 June 2026Flagship enterprise user for FINNY for Enterprise Teams; Mercer piloted the platform and rolled it out to power outreach to tens of thousands of prospective clients across hundreds of advisors. The platform includes intelligent lead routing, personalized campaigns at scale, and enterprise-grade compliance controls tailored to Mercer's needs.
• Osaicflagship broker-dealer channelChannel Partner/ Reseller/ Distributor · 29 January 2026Strategic distribution relationship making FINNY's prospecting technology — including F-Score, Intent Search (1.8B daily signals), and Multi-Channel Campaigns — available to Osaic's network of more than 270 financial institutions and 11,000 financial professionals across $700B+ in AUA.
• Integrated Partnersmajor ria channelChannel Partner/ Reseller/ Distributor · 29 October 2025Strategic partnership bringing FINNY's AI-driven prospecting capabilities to Integrated Partners' network of over 220 advisors, 250+ CPAs, and 116 regional offices managing more than $22B in AUA.
• John Wernz (Mission Wealth) and Justin Barish (Lido Advisors)strategic advisory boardGTM or Marketing Partner · 29 October 2025Two leading wealth management marketing executives added to FINNY's Advisory Board — John Wernz (Mission Wealth, former CMO at Wealth Enhancement Group) and Justin Barish (Lido Advisors, former Cerity Partners digital lead) — to refine product-market fit, brand positioning, and GTM strategy.
• Josh Brown / Ritholtz Wealth Managementstrategic advisoryOthers · 9 June 2025CEO of Ritholtz Wealth Management, Josh Brown invested in FINNY and joined its Advisory Board to help guide product, brand, and adoption strategy.

Scale indicators17 records

Recent moves6 records

Expansion highlights5 records

Peers

• SmartAsset:

Direct peers

• Snappy Kraken: Snappy Kraken is a martech platform built specifically for financial advisors, providing automated email/drip campaigns, content libraries, and lead generation. It is the most direct competitor to FINNY in advisor-specific marketing automation and competes for the same solo-advisor and small-ria buyer.
• FMG Suite (FMG): FMG Suite provides websites, content, email marketing, and social media tools built exclusively for financial advisors and insurance agents. Like FINNY, it is a vertical advisor-marketing platform and overlaps directly in email/content marketing and lead nurturing for RIAs and broker-dealers.
• Catchlight: Catchlight is an AI-driven prospecting and lead intelligence platform purpose-built for financial advisors, using behavioral signals to prioritize outreach. It is a direct competitor to FINNY's F-Score/Intent Search thesis and serves the same RIA buyer.
• Wealthbox CRM: Wealthbox is a CRM built specifically for financial advisors, offering contact management, pipelines, and workflow automation. It competes with FINNY for the RIA tech stack and increasingly overlaps in advisor prospecting and pipeline management features.
• Redtail Technology: Redtail is one of the most widely adopted CRMs for financial advisors, with workflow, pipeline, and client management features. It is a direct competitor for advisor workflow dollars and has been expanding into marketing automation features that overlap with FINNY.
• SmartAsset: SmartAsset operates a financial advisor marketplace that captures and pre-qualifies consumer leads and sells them to RIAs, plus an AMP platform for advisor websites. It is a direct competitor on the lead-generation side of FINNY's value proposition.
• Zoe Financial: Zoe Financial is a curated marketplace that matches consumers with vetted financial advisors and drives leads to participating firms. It is a direct competitor for advisor lead generation and consumer-intent signals.

Broad incumbents

• HubSpot: HubSpot is a horizontal CRM and marketing automation platform widely used across SMBs. It is an incumbent alternative that financial advisors could fall back to for marketing/CRM workflows and could expand advisor-specific capabilities.
• Salesforce (Financial Services Cloud): Salesforce Financial Services Cloud is a broad CRM/automation platform tailored to wealth management and insurance. It is a broad incumbent with overlapping capabilities in advisor pipelines, lead routing, and compliance workflows, and competes for enterprise wealth management IT budgets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/FINNYAI
• LinkedInlinkedin.com/company/finnyai

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds3 records

Investors8 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FINNY