FINNY has secured $17 million in Series A funding to boost the AI platform’s plans to help financial advisors discover and convert prospects across the industry.
The investment round, spearheaded by venture capital firm Venrock, attracted heavyweight industry names including former Vanguard CEO William McNabb and features participation from Y Combinator, Maple VC, and Crossbeam Ventures.
Since launching earlier this year, the company has scaled to work with 400+ firms across RIAs, broker-dealers, and banks. The latest funding brings FINNY’s total capital raised to more than $20 million in just one year, including a previous $4.3 million seed round.
Founded by AI engineers Eden Ovadia, Victoria Toli, and Theo Janson, FINNY’s revenue has grown 50-fold since January, signaling clear market demand for AI-powered client acquisition solutions.
Disrupting traditional prospecting
FINNY’s platform automates the traditionally time-intensive process of client acquisition through what the company calls its proprietary “F-Score” algorithm. The system analyzes thousands of data points per prospect, identifying critical “money-in-motion” signals such as liquidity events, job changes, and career transitions that indicate potential financial planning needs.
The technology goes beyond lead generation. It creates custom content for each prospect, manages multi-channel outreach across email and LinkedIn, and continuously learns which strategies deliver the highest conversion rates. This approach allows advisors to move away from traditional 60-hour outreach cycles toward automated workflows that run in the background.
The firm says advisors using its platform generate an average of $7.7 million in new client assets annually at near-zero acquisition costs. FINNY’s system also continuously monitors prospects and clients, alerting advisors to promotions, investment research, or life events that create new financial planning opportunities.
The Series A investment will fuel FINNY’s expansion plans to expand its engineering and product development teams.
This funding announcement arguably signals a broader transformation in how financial services use AI for client acquisition and relationship management. FINNY’s platform addresses critical constraints that have historically limited advisor growth by automating prospecting processes and enabling advisors to focus their time on building deeper client relationships.
Vibe coding firm Lovable has closed a lovely $330 million Series B funding round, catapulting the Swedish company to a $6.6 billion valuation.
