Finny provides registered investment advisors with an end-to-end, AI-driven workflow that finds, prioritizes and engages high-intent prospects across email, LinkedIn, voicemail and other channels. Its proprietary “F-Score” engine scans thousands of data points—such as liquidity events and career changes—to surface money-in-motion opportunities and then automates personalized follow-ups. Launched in March 2024 by AI engineers Eden Ovadia, Victoria Toli and Theo Janson, the platform already serves more than 400 advisory firms. Advisors using Finny report an average of $7.7 million in new client assets per advisor annually at near-zero customer acquisition cost, helping drive a 50× increase in the company’s revenue since January 2025. Backed by institutions including Y Combinator, Maple VC and Venrock, Finny has raised over $21 million to date. The fresh capital will expand engineering and product teams, deepen AI capabilities, and add new inbound and outbound growth tools. Management’s priority is to scale the technology so advisors can capture organic growth without adding workload.

Total raised

$21M

Funding rounds

2

Latest round

Series A

Latest activity

Dec 2025