FINNY, a technology platform transforming wealth management through AI-powered prospecting and client engagement, announced $17 million in funding led by Venrock, with participation from Activant, Altruist’s Jason Wenk, and continued support from Y Combinator, Maple VC, and Crossbeam Ventures. The investment will accelerate FINNY’s growth and expand its reach across financial advisors in the U.S.
FINNY addresses a critical inefficiency in the wealth management industry, where advisors spend most of their time finding clients instead of serving them. By aggregating thousands of data points per prospect — such as home purchases, job changes, and investment activity — FINNY’s proprietary F-Score algorithm matches the right client to the right advisor. The platform then automates outreach, generates personalized content, schedules meetings, and continuously optimizes communication, allowing advisors to focus on delivering advice while the system handles prospecting at scale.
“Having leaders of this caliber helping guide FINNY is a responsibility we don’t take lightly,” said the company. Nick Beim of Venrock and Bill McNabb, former Chairman and CEO of Vanguard, join the Board, bringing decades of experience in FinTech, WealthTech, and client-focused investing.
Since its launch in early 2024, FINNY has grown to over 400 advisory firms, achieved 50x revenue growth since January 2025, and receives 80% of its customers through inbound channels. The platform has won multiple industry accolades, including Morningstar’s Fintech Showcase, Datos Insights’ Best WealthTech Company 2025, and recognition as the #1 AI prospecting tool in an independent Oasis Group study.
The new funding supports FINNY’s mission to provide every American in need of financial guidance with access to advisors who understand their unique circumstances, delivering timely and personalized advice. The company plans to expand AI-powered tools further, enhancing both client acquisition and service across the wealth management industry.