FINNY AI
PrivateLast Round
Series A
Dec 19, 2025
Est. Valuation
$150M
Total Funding Raised
$21.8M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
FINNY AI is an AI-powered prospecting and marketing platform that provides financial advisors with an automated growth engine to identify, prioritize, and engage high-intent prospects.
Sector
FinTech
Verticals
Wealth Management, Marketing, Sales Enablement, NLP & Conversational AI, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
FINNY AI Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
FINNY AI Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Dec 19, 2025 | ||||
| Seed | Dec 11, 2024 | ||||
| Accelerator | Jun 1, 2024 |
FINNY AI Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Gallery Ventures | Seed, Series A |
| Activant Capital | Series A |
| Y Combinator | Seed, Series A, Accelerator |
| Hanover | Seed |
| Venrock | Series A |
| Liquid 2 Ventures | Seed |
| Maple VC | Series A, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 17, 2026
Grew 18% QoQ, from 34 to 40 employees.
- Apr 15, 2026
Grew 22% QoQ from 32 to 39 employees.
FINNY AI 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 AI's valuation, stock price, and market status.