FinancialContent / Business Wire · Jun 2026
FINNY introduced FINNY for Enterprise Teams, with Mercer Advisors as the flagship user, to centralize lead routing, personalized outreach, and compliance workflows across large firms.
Company research
Public company, workplace, funding, and market signals
Updated Jul 30, 2026
Overview
FINNY is an AI-powered prospecting and marketing platform for financial advisors and wealth-management firms. Its core workflow identifies high-intent prospects, scores them with F-Score, enriches contact data, and automates personalized outreach through email, LinkedIn, voicemail, and related channels.
Primary product
Hunter / FINNY for advisors — an AI chief growth officer and prospecting/marketing platform
Founded
2023
Headquarters
253 W 28th Street, 5th Floor, New York, NY 10001, United States
Team size
40-50
Work style
Onsite
Industry
Technology, Information and Internet
Sub-industry
WealthTech / financial-advisor prospecting and marketing software
Open Positions
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