AI startup FINNY raises $17 million Series A to transform financial…

Team S · 2026-01-06T07:49:00.000Z

New York-based artificial intelligence firm FINNY has secured $17 million in Series A funding to expand its AI-powered prospecting platform that helps financial advisors automatically discover, prioritise and engage high-intent client prospects. The round led by venture capital firm Venrock - highlights growing investor interest in AI solutions aimed at automating client acquisition and outreach for the wealth management and financial services sector. Founded in 2024 by AI engineers Eden Ovadia, Victoria Toli and Theo Janson, FINNY has quickly gained traction in the market since its launch earlier this year, with its platform deployed by more than 400 RIAs, broker-dealers and banks. Its proprietary F-Score algorithm analyses thousands of datapoints. According to the company, advisors using FINNY’s platform generate an average of $7.7 million in new client assets annually with near-zero acquisition cost, demonstrating strong adoption and effectiveness. The new funding will fuel expansion of the engineering team and accelerate product development as FINNY scales its AI and data infrastructure to support broader market needs. The Series A financing brings FINNY’s total capital raised to over $20 million, including a previous $4.3 million seed round. Leadership notes that growing demand for solutions that automate time-intensive advisor workflows reflects broader interest in using AI to streamline complex, data-driven tasks in financial services. #AI #FinTech #FINNY #SeriesA #StartupFunding #FinancialAdvisors #ProspectingAI #MachineLearning #Automation #WealthTech #AIInnovation #ClientAcquisition #DataIntelligence #FinancialServices #LeadGeneration

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AI startup FINNY raises $17 million Series A to transform financial… | Newnex