Where is FINNY headquartered?

FINNY is headquartered in New York, United States. The company has a team of 10-50 people.

FINNY operates in the AI in Fintech sector. An AI-powered organic growth operating system for financial advisors that automates the identification, prioritization, and engagement of high-net-worth prospects. Eliminates the manual burden of prospecting (saving ~58 hours per client conversion) by using AI to identify 'money-in-motion' events and matching advisors with prospects they are most likely to close.

When was FINNY founded?

FINNY was founded in 2023. It is based in New York, United States.

Who is the CEO of FINNY?

Eden Ovadia is the CEO of FINNY. The company was founded in 2023.

Where is FINNY located?

FINNY is headquartered in New York, United States.

What funding stage is FINNY at?

FINNY is currently at the Growth Stage stage.

How many employees does FINNY have?

FINNY has approximately 10-50 employees.

FINNY

Category: AI in Fintech

An AI-powered organic growth operating system for financial advisors that automates the identification, prioritization, and engagement of high-net-worth prospects. FINNY was founded in 2023. The company is led by Eden Ovadia. Based in New York, United States. Team size: 10-50. Total funding raised: $21.8M. Latest round: Series A ($17.0M, Dec 2025). Key investors include Venrock, Y Combinator, Maple VC, Activant, Jason Wenk (Altruist), William McNabb (Ex-Vanguard), Crossbeam Ventures.

Founded: 2023
Headquarters: New York, United States
Team size: 10-50
Total funding: $21.8M

Value proposition

Eliminates the manual burden of prospecting (saving ~58 hours per client conversion) by using AI to identify 'money-in-motion' events and matching advisors with prospects they are most likely to close.

Products and solutions

AI Prospecting Engine (Database of millions of prospects), Proprietary F-Score™ Matching Engine, Intent Search (High-intent lead identification), Automated Outreach Suite (Personalized Email & AI Voicemails), Money-in-Motion Signal Dashboard (Liquidity events, career changes), Hunter (AI growth agent for strategy, content & campaign execution), FINNY for Enterprise Teams (centralized growth for large wealth firms), Pay-as-You-Grow pricing (success-based AUM fee model)

Unique value

The proprietary 'F-Score' algorithm which moves beyond generic lead lists to predict the specific 'Advisor-Prospect Fit' based on personality, niche, and timing.

Target customer

Registered Investment Advisors (RIAs), Independent Financial Advisors, and Wealth Management Firms.

Industries served

WealthTech, Fintech, Artificial Intelligence, Sales & Marketing Technology

Technology advantage

Combines massive data aggregation (thousands of data points per prospect including home purchases and business exits) with LLM-driven agents that handle the entire outreach lifecycle, allowing advisors to wake up to booked meetings.

How they differentiate

Unlike traditional lead lists or marketplaces, FINNY uses autonomous AI agents to handle the entire prospecting lifecycle—from identifying 'money-in-motion' signals to automating personalized outreach—and utilizes a proprietary 'F-Score' to match advisors with prospects based on personality and niche fit.

Main competitors

Aidentified, Catchlight (Fidelity Labs), SmartAsset

Key partnerships

Josh Brown (CEO of Ritholtz Wealth Management) - Advisory Board Member, Jason Wenk (CEO of Altruist) - Strategic Investor, William McNabb (Former Vanguard CEO) - Investor & Board, Venrock - Lead Series A Investor, Osaic - Strategic distribution partnership (11,000+ advisors, Jan 2026), LPL Financial - Preferred vendor list / Pay-as-You-Grow (Aug 2026), Nick Beim (Venrock) - Board

Notable customers

Mercer Global Advisors (Enterprise flagship), Focus Financial Partners, Integrated Partners, Apollon Wealth Management, Osaic network advisors, LPL Financial advisors, OneSeven, RIAs / broker-dealers / banks (500+ firms)

Major milestones

Graduated from Y Combinator (S24 Batch) in Summer 2024, Raised $4.3M Seed round led by Maple VC & HNVR in Dec 2024, Appointed Josh Brown (Ritholtz Wealth) to Advisory Board in Mar 2025, Secured $17M Series A led by Venrock in Dec 2025, Partnered with Osaic for distribution to 11,000+ advisors (Jan 2026), Launched Hunter AI growth agent (Apr 2026), Launched FINNY for Enterprise Teams with Mercer Advisors flagship (Jun 2026), Introduced Pay-as-You-Grow pricing; added to LPL preferred vendor list (Aug 2026)

Growth metrics

50x revenue growth since Jan 2025; 400–500+ firms (RIAs, BDs, banks); ~$7.7M avg new client AUM per advisor/year; team ~35–38 (YC/Tracxn 2026); enterprise & Pay-as-You-Grow GTM in 2026.

Market positioning

AI growth officer / organic growth engine for financial advisors — spanning individual RIAs through enterprise wealth firms (broker-dealers and large RIA home offices)

Geographic focus

United States (North America)

Patents and IP

No public patents registered; relies on proprietary algorithms (F-Score matching engine) and trade secrets.

About Eden Ovadia

Former Consultant at Boston Consulting Group (BCG) in Private Equity & Financial Services; Software Engineering & Machine Learning background from McGill University.

Latest news about FINNY

FINNY AI secured 17M USD in Series A funding led by Venrock, reaching a reported 150M USD valuation. The platform now serves 400+ wealth management firms by using agentic AI to automate prospecting an

More AI in Fintech companies

Official website: https://finny.com/