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FINNY AI Inc.

Financial Technology (Fintech) / Wealth Management ~30 employees
Founded
--
Employees (Est.)
~30
3 leaders known
Total Funding
$17.0M
Funding Rounds
1
Last Funding
2025-12-19

About FINNY AI Inc.

FINNY is an organic growth engine for financial advisors, offering an automated prospecting platform that guides advisors from initial contact to closing deals. It aims to eliminate the guesswork in finding new clients by connecting advisors with the right prospects at the right time, allowing them to focus on building genuine relationships and delivering exceptional service.

Products & Services

AI-Powered Lead Generation:Uses advanced AI and a proprietary algorithm to analyze millions of data points, identifying prospects with the highest likelihood to convert.
FINNY Score (F-Score):Ranks prospects based on their likelihood to convert, helping advisors prioritize their efforts.
Money in Motion Tracking:Identifies prospects experiencing major life events (e.g., buying a home, job change, retirement) to target them at the optimal time for financial planning needs.
Constantly Updating Database:Offers access to millions of prospects with detailed search criteria like interests, education, and job titles to find high-quality leads.
Outreach and Engagement Automation:Scales outreach by automating prospect research, content generation, channel selection, and follow-ups, saving advisors time.

Specialties

AI-Powered Lead Generation Prospect Scoring (F-Score) Life Event Tracking Automated Outreach Wealth Management Solutions

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Series A
T: -
FT: Series A 		A: 17000000
MR: -
FA: $17 million
FAN: 17000000 		D: 2025-12-19
FD: 2025-12-19 		6 investors
Series A Latest
2025-12-19
$17.0M
6 investors (Pro only)

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

E

Eden Ovadia

CEO & CO-FOUNDER

LinkedIn (Pro only)
V

Victoria Toli

PRESIDENT & CO-FOUNDER

LinkedIn (Pro only)
T

Theodore Janson

CTO & CO-FOUNDER

LinkedIn (Pro only)

Recent News

FINNY AI Inc. Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Website
finny.com
Industries
Financial Technology (Fintech) / Wealth Management
Company Size
~30 employees (est.)

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Technology Stack

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