FINNY
FINNY AI is an AI-powered prospecting and marketing platform tailored for independent financial advisors. Founded in 2023, the New York-based company aims to automate client acquisition, prioritization, and outreach, allowing advisors to grow their businesses organically without the need for manual lead chasing. FINNY has raised $4.8 million in angel funding and $17 million in Series A funding to enhance its operations and AI capabilities. The platform serves as an operational system for financial advisors, helping them efficiently identify and convert high-net-worth clients from a vast proprietary database. FINNY's core offering includes a multi-channel AI sales agent that autonomously manages prospecting tasks. It aggregates data to identify high-intent leads, prioritizes them using a proprietary scoring system, and automates personalized outreach campaigns. This approach significantly reduces the time spent on prospecting, enabling advisors to focus on building client relationships. FINNY is designed to integrate seamlessly into existing advisory workflows and is SOC compliant for data security.