FINNY
PrivateLast Round
Series A
Dec 18, 2025
Est. Valuation
$150M
Total Funding Raised
$21.8M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
FINNY is a fintech company that provides an AI-powered prospecting and marketing platform designed to help financial advisors automate client acquisition and practice growth.
Sector
FinTech
Verticals
Personal Finance, Investment Platforms, Wealth Management, Digital Banking
Business Model
B2B
Customer Profile
Subscription SaaS, Revenue Share
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
FINNY Comparables
Compare FINNY with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Parthean | 64% | |
| SmartAsset | 54% | |
| Datalign Advisory | 54% | |
FINNY Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Dec 18, 2025 | ||||
| Seed | Dec 11, 2024 | ||||
| Accelerator | Feb 1, 2024 |
FINNY Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Hanover Capital | Seed |
| Gallery Ventures | Series A, Accelerator, Seed |
| Crossbeam Venture Partners | Series A, Seed |
| Activant Capital | Series A |
| Y Combinator | Series A, Seed, Accelerator |
| Hanover | Seed |
| Venrock | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Dec 19, 2025
Achieved 50x revenue growth since January 2025.
- Dec 18, 2025
$17M round led by Venrock.
FINNY Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about FINNY's valuation, stock price, and market status.