FINNY AI
PrivateLast Round
Series A
Dec 19, 2025
Est. Valuation
$150M
Total Funding Raised
$21.3M
Momentum Score
50 /100
Company Overview
FINNY AI is a technology company developing an AI-powered client acquisition and marketing platform for financial advisors. The platform assists advisors by identifying, prioritizing, and engaging with potential clients who are actively seeking financial guidance. It uses machine learning and generative AI to analyze public data, identify life events that may trigger a need for financial advice, and assign a compatibility score to prospects. FINNY automates outreach across multiple channels, including personalized emails, LinkedIn messages, AI-generated voicemails, and direct mail, with the goal of scheduling meetings directly on the advisor's calendar. Founded in 2024 and backed by Y Combinator, the company aims to streamline the growth process for wealth managers, making client acquisition more efficient and targeted.
Sector
FinTech
Verticals
Wealth Management, Sales Enablement, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS, Revenue Share, Data as a Service
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.
FINNY AI Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Dec 19, 2025 | ||||
| Seed | Dec 11, 2024 |
FINNY AI Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Y Combinator | Seed, Series A |
| 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.
- Apr 15, 2026
Grew 22% QoQ from 32 to 39 employees.
- Jun 9, 2025
Launched Intent Search, a new product for advisors.
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.
