FINNY Raises $17 Million Series A to Expand AI-Powered Prospecting Platform for Financial Advisors

FINNY, the New York City-based artificial intelligence-driven prospecting and marketing platform for financial advisors, has captured significant venture capital backing as it seeks to transform how advisors attract and engage clients. The company’s funding story reflects both strong early traction in the wealth management technology sector and growing investor confidence in AI tools designed to automate and scale organic growth for advisory firms.

In December 2025, FINNY raised $17 million in a Series A funding round that will support expansion of its engineering and product teams, accelerate development of its automated workflow platform, and deepen go-to-market efforts as the company scales. The financing round was led by Venrock, a venture capital firm with a long history of investing in disruptive technology companies, underscoring institutional backing for FINNY’s vision to modernize advisor prospecting.

Alongside Venrock, the Series A round included participation from a range of strategic and seasoned investors. Among the new backers was William McNabb, the former Chairman and CEO of Vanguard who brings deep experience in wealth management and financial services to FINNY’s investor base. Also participating was Activant, a growth equity firm focused on technology-enabled businesses, and Jason Wenk, founder and CEO of Altruist, whose expertise in financial technology adds to the strategic mix of investors.

Continuing support from existing investors also featured in the Series A. Y Combinator, the renowned startup accelerator that provided early backing to FINNY, remained on the cap table, alongside Maple VC, a venture capital firm focused on emerging tech, and Crossbeam Ventures, an early-stage investor in technology businesses. The inclusion of these returning investors in the Series A round signals sustained belief in FINNY’s long-term potential from those who supported its early development.

FINNY was founded in March 2024 by a team of AI engineers — Eden Ovadia, Victoria Toli, and Theo Janson — who set out to tackle longstanding inefficiencies in how financial advisors find and win new clients. Traditional methods of client acquisition in the wealth management space have been slow and labor-intensive, often depending on cold outreach or referrals. FINNY’s platform uses advanced data intelligence and automation, including a proprietary “F-Score” matching engine, to identify high-intent prospects based on signals such as liquidity events, job changes, and other indicators of financial opportunity, and then automates outreach across channels like email, LinkedIn, and voicemail.

The impact of FINNY’s technology has been notable: the company reports that more than 400 advisory firms are using the platform, and that advisors on the platform generate substantial new client assets annually while operating at near-zero customer acquisition cost compared with traditional processes. Revenue growth has also accelerated rapidly, with a reported 50x increase since January 2025 and strong inbound demand from advisory firms seeking scalable, AI-driven prospecting tools.

The new funding brings FINNY’s total capital raised to more than $20 million when combined with its $4.3 million seed round completed in December 2024, reflecting a fast-moving fundraising trajectory for a company that only launched its product suite a short time ago. The seed round also featured backing from investors including Y Combinator and Crossbeam Ventures, among others, establishing a diversified investor base from the outset.

Investors supporting FINNY span a mix of traditional venture capital, early-stage accelerators, and industry executives, suggesting a broad belief in the potential of AI to reshape client acquisition in regulated sectors such as wealth management. Venrock’s lead role, coupled with strategic participation from figures like McNabb and Jason Wenk, points to confidence not only in the platform’s technology but also in the company’s strategy for scaling its market footprint.

Looking ahead, FINNY plans to use the Series A funding to further develop its automated workflows, broaden its product offerings, and help more advisory firms move away from manual, time-intensive prospecting toward AI-enabled processes that can unlock organic growth at scale. As financial advisory firms increasingly seek technology solutions tailored to their unique needs, FINNY’s investor support and rapid funding progress position it as a notable player in the wealth technology landscape.