FINNY

FINNY sells AI prospecting and marketing software to financial advisors who want to win new clients. It finds likely prospects, writes and sends outreach, and follows up until a meeting is booked.

The system searches a database the company says holds more than 300 million profiles and ranks households by fit with an advisor's niche and by life events that often move money, such as retirement, an inheritance, a job move or a home purchase. An AI agent called Hunter builds multi-channel campaigns by email and social messaging in the advisor's voice, sends follow-ups and learns from past interactions. Advisors can also build audiences directly with filters for location, industry, net worth and career changes. Other features include content and article creation, enrichment of an advisor's existing CRM records to spot opportunities in the current book, and compliance guardrails that connect to outside compliance tools. A website builder, an SEO agent and newsletters are listed as upcoming.

FINNY AI Inc. has its office in New York City. It was founded by Eden Ovadia (CEO), Victoria Toli (president) and Theodore Janson (CTO). It is backed by Y Combinator. Pricing is published: $50 a month for the platform plus a flat fee of 20 basis points on new assets that FINNY sources, charged while each client stays.