F
Finny
Marketing · New York City, United States · Founded 2023
Providing AI-powered tools that reduce guesswork in the prospecting process MoreLess
FinnyAI is a cutting-edge technology company that specializes in providing AI-driven prospecting solutions for financial advisors. Operating in the financial services market, FinnyAI serves advisors who are looking to enhance their client acquisition strategies through more personalized and efficient outreach. The core product is an AI-native prospecting tool that enables advisors to identify ideal prospects from millions of records, based on meaningful criteria. This tool not only curates outreach messages that highlight shared experiences and unique offerings but also automates follow-ups, allowing advisors to focus on high-value activities.
FinnyAI operates on a subscription-based business model, generating revenue through monthly or annual fees paid by financial advisors and firms. The company leverages its proprietary AI algorithms to offer a bespoke solution for organic growth, eliminating the need for generic prospecting tools. By providing a warm outbound engine for hyper-targeted messages, FinnyAI aims to revolutionize the way financial advisors approach client acquisition.
Keywords: AI-driven, prospecting, financial advisors, personalized outreach, automated follow-ups, client acquisition, subscription-based, organic growth, hyper-targeted, bespoke solution.
Company overview
Finny company information
The essential company record, classifications and operating signals in one place.
- Status
- Operational
- Founded
- 2023
- Headquarters
- New York City, United States
- Employees
- 47
- Open positions
- 5
- Dealroom signal
- 92.2
Valuation & funding
Finny funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES A✓Equity / VC | Dec 2025 | $17M | $68M | Y Combinator · Maple VC · Activant Capital · Crossbeam Venture Partners | ↗ |
| ANGEL✓Equity / VC | Mar 2025 | — | — | Josh Brown | ↗ |
| SEED✓Equity / VC | Dec 2024 | $4.3M | $17M | Y Combinator · Kunal Kapoor · Liquid 2 Ventures · Crossbeam Venture Partners | ↗ |
| SEED✓Equity / VC | Aug 2024 | $125K | $500K | Y Combinator | — |
Financials
Revenue and workforce over time
Available revenue and workforce history. Fields without reported data are omitted.
| Year | Revenue | Growth | Employees |
|---|---|---|---|
| 2026 | $2.7M | 0% | 38 |
| 2025 | $2.7M | — | 26 |
| 2024 | — | — | 18 |
Growth signals
Finny website traffic
Latest recorded traffic for Finny is 14K monthly website visits, up 27.3% over the last three months. Finny's team grew 80.8% over the past year.
Hiring
Open positions at Finny
Current openings linked to this company in Dealroom.
Comparisons
Finny compared with similar companies
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Talent graph
Finny's talent
Source: Dealroom Talent Intelligence.
Global footprint
Where Finny has talent and traffic
team presence
In the news
Latest news about Finny
Recent press, funding announcements, and product moves mentioning Finny — open to read from the original sources.
Market sentiment
What the market is saying about Finny
An AI-synthesized read of the highest-engagement posts about Finny on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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