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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)"].

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)"]

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","Venrock - Lead Series A Investor"]

Notable customers

["Registered Investment Advisors (RIAs)","Independent Financial Advisors"]

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"]

Growth metrics

Doubled revenue following YC Demo Day (Sept 2024); expanded team to ~7-10 employees by late 2024; secured strategic backing from industry leaders in 2025.

Market positioning

AI-native 'Organic Growth Operating System' for RIAs and independent financial advisors

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.

Official website: