FINNY AI
Founded Year
2023Stage
Angel | AliveTotal Raised
$4.8MRevenue
$0000About FINNY AI
FINNY AI provides tools for financial advisors to assist in their prospecting efforts within the financial services industry. The company offers services that include identifying potential prospects, prioritizing them based on a compatibility score, and automating outreach processes to support advisor-client connections. Its platform aims to improve the prospecting process, allowing financial advisors to focus on building relationships and developing their businesses. The company was founded in 2023 and is based in New York, New York.
Loading...
ESPs containing FINNY AI
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The wealth management prospecting and lead generation platforms market provides technology solutions that enable financial advisors to segment, prioritize, and engage with potential clients. These platforms leverage AI, data analytics, and client profiling to identify high-potential leads, offer insights into client behavior, and optimize engagement strategies. Key features include relationship ma…
FINNY AI named as Leader among 15 other companies, including Salesforce, HubSpot, and Seismic.
Loading...
Research containing FINNY AI
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned FINNY AI in 2 CB Insights research briefs, most recently on Mar 6, 2025.
Mar 6, 2025
The AI agent market map
Expert Collections containing FINNY AI
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
FINNY AI is included in 5 Expert Collections, including Artificial Intelligence.
Artificial Intelligence
10,195 items
Fintech
9,685 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Wealth Tech
2,424 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
AI agents
376 items
Companies developing AI agent applications and agent-specific infrastructure. Includes pure-play emerging agent startups as well as companies building agent offerings with varying levels of autonomy. Not exhaustive.
Generative AI
2,793 items
Companies working on generative AI applications and infrastructure.
Latest FINNY AI News
Aug 11, 2025
Chief executive Eden Ovadia said her prospecting startup has more than quadrupled its client base since Josh Brown staked the firm earlier this year. Fast-growing client prospecting startup FINNY has moved to help RIAs send messages across multiple channels. The artificial intelligence (AI)-focused fintech rolled out what it has called ‘multi-channel campaigns,' allowing users on FINNY's platform to generate personalized outreach materials via LinkedIn, email, voicemail and direct mail. As part of the enhancements, FINNY developed ‘LinkedIn Actions,' which connects FINNY to advisors' respective LinkedIn accounts to perform tasks like sending connection requests or direct messages, regardless of users' LinkedIn subscription tier. The LinkedIn Actions themselves can also be integrated with other forms of outreach, FINNY said, including the traditional voicemails and emails. Eden Ovadia, FINNY's chief
FINNY AI Frequently Asked Questions (FAQ)
When was FINNY AI founded?
FINNY AI was founded in 2023.
Where is FINNY AI's headquarters?
FINNY AI's headquarters is located at 153 Mercer Street, New York.
What is FINNY AI's latest funding round?
FINNY AI's latest funding round is Angel.
How much did FINNY AI raise?
FINNY AI raised a total of $4.8M.
Who are the investors of FINNY AI?
Investors of FINNY AI include Josh Brown, Y Combinator, HNVR Technology Investment Management, Crossbeam Venture Partners, Tomer London and 7 more.
Who are FINNY AI's competitors?
Competitors of FINNY AI include d1g1t, Conquest Planning, Addepar, Envestnet, Canoe Intelligence and 7 more.
Loading...
Compare FINNY AI to Competitors
Addepar focuses on investment portfolio management within the financial services industry. The company provides a system that consolidates and evaluates data related to market and clients, aiding investment professionals in decision-making. Addepar's services are relevant to wealth managers, family offices, private banks, and institutions, offering functionalities for trading, rebalancing, scenario modeling, and billing. It was founded in 2009 and is based in Mountain View, California.
Powder provides artificial intelligence (AI) solutions for the wealth management sector, focusing on document analysis. The company offers AI agents that automate the parsing and analysis of financial documents, which reduces the time required for these tasks and allows wealth management professionals to engage with clients and perform other activities. Powder's AI technology aims to improve client service by increasing productivity, ensuring compliance, and providing data security. It was founded in 2023 and is based in Los Altos, California.
d1g1t provides an enterprise wealth management platform in the financial technology sector. The company offers a comprehensive suite of analytics and risk management tools designed to enhance the quality of financial advice and streamline wealth management operations. Its services cater to financial advisory firms, multi-family offices, registered investment advisors (RIAs), broker-dealers, and bank advisor networks, aiming to integrate various aspects of wealth management into a cohesive system. It was founded in 2017 and is based in Toronto, Canada.
Metaframe Technology Solutions provides financial technology solutions that focus on asset management and investment firms. The company offers services that include intelligent agents through its DashHub AI platform, which automates financial operations and reporting. Metaframe also provides ITSM solutions, technology leadership, and compliance automation to support IT infrastructure and regulatory adherence for financial services. It was founded in 2010 and is based in New York, New York.
Nitrogen operates as an inclusive client engagement platform. It focuses on wealth management firms and financial advisors. The company offers a suite of tools designed to facilitate risk tolerance assessment, investment research, portfolio analytics, and client acquisition and retention. Nitrogen primarily serves financial advisors, wealth management firms, banks, and insurance companies. Nitrogen was formerly known as Riskalyze. It was founded in 2011 and is based in Auburn, California.
InvestCloud focuses on transforming the financial industry's approach to digital and operates within the financial technology sector. The company offers a no-code software platform for digital and commerce enablement, providing cloud-native, multi-tenanted solutions that help banks, wealth managers, and asset managers overcome technology debt and meet the needs of their clients. The company primarily serves the financial industry. It was founded in 2010 and is based in West Hollywood, California.
Loading...