Caplight Directory>Companies>FINNY-preview>Finny


FINNY

FINNY

Private
New York City, New YorkEnterprise Softwarehttps://finny.com/

Last Round

Series A

Dec 18, 2025

Est. Valuation

$150M

Total Funding Raised

$21.3M

Company Overview

FINNY is a software company that provides an AI-powered prospecting and marketing platform built for financial advisors to automate the client acquisition lifecycle.

Sector

Enterprise Software

Verticals

Wealth Management, Vertical SaaS, Sales Enablement, Marketing, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS, Revenue Share

AI Layer

Application

Keywords

client acquisition platformfinancial advisor softwareAI prospecting platformadvisor techfinancial advisor leadswealth management technologyautomated client acquisitionvertical SaaSsales enablementmarketing automationintent dataRIA technologyprospect enrichmentAI voicemailsrevenue share

Historical Pricing

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Caplight Momentum Score

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FINNY Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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FINNY Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series ADec 18, 2025
SeedDec 11, 2024
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FINNY Investors

Notable investors and investment history

InvestorRounds
Crossbeam Venture PartnersSeries A, Seed
Activant CapitalSeries A
Y CombinatorSeries A, Seed
HanoverSeed
VenrockSeries A
Liquid 2 VenturesSeed
Maple VCSeries A, Seed
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FINNY Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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FINNY Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about FINNY's valuation, stock price, and market status.

Firmographic Details

HeadquartersNew York City, New York
Year Founded2024
Last FundingDec 18, 2025

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