
FINNY is the AI-powered prospecting and marketing platform built exclusively for financial advisors. By leveraging advanced data intelligence and automation, FINNY helps advisors identify, prioritize and engage high-intent prospects effortlessly - removing the guesswork from client acquisition. With a proprietary database of millions of records, a predictive F-Score matching engine and automated outreach tools, FINNY helps ensure that prospecting is targeted, scalable and seamlessly integrated into an advisor's workflow.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 12/19/25 | $17,000,000 | Series A |
Activant Capital Crossbeam Venture Partners Jason Wenk Maple VC Venrock ![]() William McNabb Y Combinator | undisclosed |