Finny AI

Based in New York, US, and founded in 2023 by co-founders Eden Ovadia (CEO), Victoria Toli, Theodore Janson, and Finny AI, Inc. operates as a provider of an AI-driven prospecting platform, offering tools to financial advisors to identify, prioritize, and engage prospects efficiently, optimizing growth opportunities. In December 2025, Finny AI, Inc. Finny offers a comprehensive platform intended to simplify prospecting for financial advisors by leveraging a proprietary database that aggregates extensive data points on potential leads. The core product helps identify and prioritize prospects based on their likelihood to convert into clients, utilizing a unique scoring system known as F-Score. This functionality allows advisors to run searches tailored to specific demographics and life events that indicate a readiness for financial advice, such as recent relocations, job changes, or marital status updates. Finny's services cater primarily to financial advisors, enabling them to improve their outreach efforts through automated, hyper-personalized communication strategies.S. markets, including major metropolitan areas like New York, San Francisco, and Los Angeles. Finny generates revenue through a subscription-based model that provides financial advisors with access to its data-driven prospecting tools. Clients pay a recurring fee for the service, which includes features such as prospect identification, scoring, and automated outreach capabilities. The transaction structure is primarily B2B, where advisory firms partner with Finny to enhance their client acquisition strategies.

1. Series A

   Dec 22, 2025

   Amount

   $17M

   Investors

   Locked