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
Offices
253 W 28th Street, 5th Floor, New York, NY 10001, United States
Chelsea, New York City, NY, United States
Business model
B2B SaaS
Enterprise software
Sales-led subscription software
White-glove services / onboarding support
Prospecting automation platform
Funding
Stage
Series A
Total raised
$21.8M
Latest round
Series A · Dec 2025
Latest amount
$17M
Dec 2025 · Venrock
Mar 2025
Dec 2024 · Maple VC and HNVR
Jan 2024
People & investors
Leadership
CEO & Co-Founder
President / Co-Founder
CTO / Co-Founder
Vice President of Engineering
Head of Product Operations
Head of Business Operations
Head of People & Talent
Head of Enterprise Customer Success
Founding Product Manager
Work & culture
Fast-moving, ambitious, in-person NYC team with a strong emphasis on shipping quickly, handling ambiguity, customer obsession, and treating culture as a moat. Public posts also emphasize collaboration, strong hiring standards, and a lively office environment.
Work style
Onsite
Visa sponsorship
Limited
Compensation
Public postings show ML roles at roughly $180K-$200K base and senior ML roles at roughly $200K-$230K base, both with equity. Public benefits include medical/dental/vision coverage, 401(k), flexible PTO, and meals in the NYC office; a public Built In signal also mentions a $10,000 engineering referral bonus.
Benefits
Medical insurance
Dental insurance
Vision insurance
401(k)
Flexible paid time off
Food and meals provided in the NYC office
Competitive salary plus equity
Team offsites and events
Engineering referral bonus
Product & market
Pricing
Sales-led SaaS / custom-quote or demo-led pricing
Differentiators
- —AI-native growth engine built specifically for financial advisors
- —Predictive F-Score for prospect likelihood-to-convert
- —Intent signals to surface prospects actively showing buying intent
- —Automated enrichment of contact and firmographic data
- —Hunter agent that can guide and execute campaigns autonomously
- —Multi-channel outreach across email, LinkedIn, voicemail, and direct mail
- —Enterprise lead routing and compliance controls
- —White-glove strategy support from FINNY experts
Technology
OpenAI
LinkedIn Actions
predictive F-Score scoring
intent signals
prospect enrichment
automated multi-channel outreach
search/matching/ranking systems
LLM-based content generation
Customers
financial advisors
RIAs
wealth management firms
Mercer Advisors
Osaic
Integrated Partners
Clarity Advisors
Tempo Wealth
Competitors
Aidentified
BridgeFT
Clearwater Analytics
ComplianceEdge
d1g1t
lead generation vendors
advisor outreach suites
advisor marketing suites
social selling tools
Scale & contact
Estimated revenue
≈$2.7M annual revenue (third-party estimate)
Estimated monthly visits
13.2K
Latest news
AP News / Business Wire · Apr 2026
FINNY launched Hunter, an autonomous AI growth engine that guides and executes advisor marketing, including content, outreach, and campaign workflows.
FINNY blog · Jan 2026
FINNY said Osaic made its prospecting technology available to more than 10,000 financial professionals, expanding distribution across a large advisor network.
Business Wire · Dec 2025
FINNY announced a $17M Series A led by Venrock, with participation from Activant, William McNabb, Jason Wenk, Y Combinator, Maple VC, and Crossbeam Ventures.
FINNY blog · Aug 2025
FINNY added multi-channel campaigns, LinkedIn actions, AI-generated voicemails, personalized emails, and handwritten direct mail to its outreach stack.
Jobs and careers at FINNY AI
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