About
FINNY is an AI-powered prospecting platform for financial advisors. Founded March 2024 (YC-backed). Raised $21M+ total: $4.2M seed (Dec 2024) co-led by Maple VC/HNVR, plus $17M Series A (Dec 2025) led by Venrock. F-Score matching engine surfaces high-intent prospects. 400+ firms on platform. 50x revenue growth since Jan 2025. $7.7M new client assets/advisor annually average.
Key Facts
- [1]Funding: Total funding: $21M. Last round: Jun 2021. Stage: Early Stage.
- [2]Employees: Employee count: 1-10.
- [3]Website: Official website: finny.ai.
- [4]AI Technology: Core AI/ML technologies: LLM / NLP.
- [5]Region: Region: Americas (United States).
Founder
FINNY Team
Early stage
AI Technology
LLM / NLP
Large language models for NLP, chat, document understanding, and text generation
Classification
Market Segments
Tech Stack Layers
Details
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Frequently Asked Questions
What is FINNY AI?
FINNY is an AI-powered prospecting platform for financial advisors. Founded March 2024 (YC-backed). Raised $21M+ total: $4.2M seed (Dec 2024) co-led by Maple VC/HNVR, plus $17M Series A (Dec 2025) led by Venrock. F-Score matching engine surfaces high-intent prospects. 400+ firms on platform. 50x revenue growth since Jan 2025. $7.7M new client assets/advisor annually average. FINNY AI is classified in the Wealth Management segment at the Automation layer of the financial AI stack.
Who founded FINNY AI?
FINNY AI was founded by FINNY Team (Early stage).
How much funding has FINNY AI raised?
FINNY AI has raised $21M in total funding, placing the company at the Early Stage stage. The most recent round closed in Jun 2021. Among 31 funded Wealth Management companies, FINNY AI ranks #22 by total capital raised. (Source: AIFI Map directory.)
What AI technology does FINNY AI use?
FINNY AI primarily leverages LLM / NLP technology. Large language models for NLP, chat, document understanding, and text generation. Within the Wealth Management segment, 7 companies use this technology.
What market segment does FINNY AI operate in?
FINNY AI operates in the Wealth Management market segment. AI wealth management companies are transforming how individuals and institutions invest, plan financially, and manage assets. This segment spans robo-advisors, portfolio optimization engines, financial planning tools, and institutional asset management platforms.
Who are FINNY AI's competitors?
Companies similar to FINNY AI in the Wealth Management space include Greenlite ($20M raised), Betterment ($435M raised), Wealthfront ($274M raised), PortfolioPilot ($4M raised), Trumid ($722M raised). These companies operate in related areas of financial AI: Greenlite focuses on ai agents that accelerate aml reviews. Betterment focuses on pioneer robo-advisor with ai portfolio management. Wealthfront focuses on automated investment platform with tax optimization. (Based on AIFI Map classification data.)
What products does FINNY AI offer?
FINNY AI builds automation-layer solutions for the financial services industry. The company's core offering: AI prospecting for financial advisors. The platform is powered by LLM / NLP technology.