17 Million To Revolutionize Advisor Prospecting With AI

Finny, a cutting-edge fintech firm, has secured $17 million in funding to revolutionize advisor prospecting with artificial intelligence. The Series A round, co-led by prominent investors Venrock, former Vanguard chairman and CEO William McNabb, Activant, and Altruist’s Jason Wenk, among others, brings the company’s total funding to over $20 million. Finny’s innovative approach has already hoarded significant traction, serving more than 500 advisory firms, including Focus Financial Partners, Integrated Partners, and Apollon Wealth Management. Founded in 2024 by three AI natives, Finny’s AI-powered software is designed to support “organic growth” in asset gathering, a long-sought goal in the wealth management industry.

The company’s technology aggregates publicly available information and licensed private data to build a comprehensive database of over 300 million potential prospects in North America. This database is continually updated to flag “money motion events” such as career changes, inheritance, marriage, or liquidity events.

Finny’s prioritization algorithm then processes this data, assigning each prospect an “F-score” that matches them with advisors based on commonalities, expertise, and niche fit. The system also personalizes messaging based on these signals, enabling advisors to connect with potential clients more effectively.