FINNY
AI prospecting and marketing platform for financial advisors.
finny.comFINNY finds prospects from life-event signals such as job changes, home purchases and retirements, ranks them by likelihood to convert, and drafts outreach and content. The company says advisors approve campaigns before they send.
FINNY is based in New York and went through Y Combinator. It announced a $17 million Series A led by Venrock in December 2025.
What it does
- Life-event prospect signals
- Conversion scoring
- Outreach drafting
- Campaign management
- Content drafting
Coverage
- Jump adds advisor workflow skills to its Claude connector
Financial ADVSR, Oct 28
- Anthropic Expands Claude Advisor Tool
WealthManagement.com, Oct 27
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