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The organic growth engine for financial advisors
FINNY is the AI-native organic growth engine for financial advisors, focused on helping them grow their practices Our goal is to empower financial advisors to reach the right potential clients at the right time, with the right message. We are building a world where anyone who wants financial advice can connect with the right advisor, while helping advisors ensure organic growth, the most existential problem advisors face. The organic growth process has historically been highly inefficient and full of noise. Advisors often waste 60+ hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting using F-Score, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, FINNY does all the rote work for the advisors, letting them focus on what actually matters: the client relationship.
FINNY AI positions itself as an AI growth officer for financial advisors, offering a unified platform that handles prospecting, content creation, and outreach to drive client acquisition. It combines lead scoring, personalized messaging, and automated campaign management to free advisors to focus on service and relationships.
FINNY surfaces high-potential prospects using an F-Score that ranks matches by likelihood to convert, then automates outreach with personalized emails, LinkedIn posts, and articles. It writes and posts content in the advisor's voice, drafts market updates based on news and client patterns, and manages campaigns across channels with opt-in approvals. The system operates as a single platform that plans campaigns from signals (news, markets, niche topics), executes sends and follow-ups, notifies of meetings and inbound inquiries, and continually learns from campaign performance to improve messaging, targeting, and timing.
Who it’s for: Financial advisory practices seeking to grow client acquisition and brand presence, especially those lacking internal marketing resources
Backing by YCombinator; mentions of awards and recognition; product launches and marketing emphasis indicate early traction and active growth marketing efforts
Eden is the Co-founder and CEO of FINNY. She studied Software Eng. at McGill University with a focus on ML. Prior to starting FINNY, Eden was at BCG where she worked in Private Equity & Financial Services.
Theo is the co-founder and CTO at FINNY. Before FINNY, Theo worked as an applied ML engineer in an early Fintech startup, leading the development of statistical models and LLMs for automated financial analysis. He has also held research roles in LLM explainability and particle physics. Theo has degrees in electrical engineering and CS from Ecole Polytechnique (X) and McGill University.
Victoria is the co-founder and CPO of FINNY, an AI-driven growth engine for financial advisors. Before FINNY, she was a Product Manager at Uber, where she led growth and international expansion for Uber One. She holds a BS in Symbolic Systems, Artificial Intelligence from Stanford. Victoria grew up in Athens, Greece.
We help independent financial advisors find and convert new clients, using AI.
FINNY builds an AI-powered multi-channel sales agent to help independent financial advisors identify, prioritize, and automatically reach out to high-potential prospects, aiming to keep advisors’ calendars filled with meetings with qualified clients.
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