FINNY, a New York–based AI-powered prospecting and marketing platform for financial advisors, has secured a $17 million Series A funding round.
Investors
The round was led by Venrock, with participation from William McNabb, Jason Wenk, Activant, Altruist, and returning investors including Y Combinator, Maple VC, and Crossbeam Ventures.
Established in 1969 as the venture capital arm of the Rockefeller family, Venrock is a premier early-stage firm that specializes in non-consensus investing within the technology and healthcare sectors. Headquartered in Palo Alto, with major offices in New York and Boston, the firm manages approximately $3 billion in assets under management (AUM).
FINNY Use of Funds
The company will utilize the funds to expand its engineering and product teams, accelerate AI-driven product development, and enhance its go-to-market execution.
About FINNY
Founded in 2024 by Eden Ovadia, Victoria Toli, and Theo Janson, FINNY is an AI-powered prospecting and marketing platform purpose-built for financial advisors to drive scalable, organic growth. The platform automates the full prospecting lifecycle, from identifying and prioritizing high-intent leads to managing outreach and follow-up across multiple channels. FINNY leverages proprietary data intelligence, including its “F-Score” matching engine, which analyzes thousands of data points such as liquidity events, career changes, and other money-in-motion signals.
Funding Details
Company: FINNY AI Inc.
Raised: $17.0M
Round: Series A
Funding Date: 2025
Lead Investor: Venrock
Additional Investors: William McNabb, Jason Wenk, Activant, Altruist, Y Combinator, Maple VC, Crossbeam Ventures
Company Website: https://www.finny.ai/
Software Category: AI Financial Advisor Prospecting & Marketing
Source: https://www.businesswire.com/news/home/20251217208184/en