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FINNY
Grow your book of business by leveraging machine learning to identify and prioritize high quality prospects
FINNY
Grow your book of business by leveraging machine learning to identify and prioritize high quality prospects
TL;DR
Product: AI-native prospecting platform for financial advisors (identify, prioritize, automate outreach)
Location: Headquartered in New York
Founders: Eden Ovadia (CEO), Victoria Toli (President), Theodore Janson (CTO)
Team size: ~13 employees
Funding: Seed raised Dec 11, 2024 (~$4.3M); total funding reported $4.8M
Company Overview
Problem Domain
Advisor acquisition and prospecting for wealth/financial advisory firms
Industry
Fintech / Wealth Tech
Funding Track Record
4.3M
Round reported Dec 11, 2024 with participation from investors including Liquid 2 Ventures, Crossbeam Venture Partners, Y Combinator and fintech/operator angels.
Pre-seed / YC participation reported in mid-2024.
Investor Signal
“Seed round co-led by institutional investors (Maple VC and Hanover/HNVR) with participation from venture firms and angel/operator investors”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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