Funds for Financial Advisor Data Platform Finny

In New York, Finny, an AI-powered prospecting and marketing platform for financial advisors, has announced the raising of $17 million in Series A funding. The funds will be used to expand engineering and product teams, accelerate product development and strengthen go-to-market activities.

Finny was launched in Match 2024 by AI engineers Eden Ovadia, Victoria Toli and Theo Janson, and helps financial advisors by automating the prospecting process. The platform uses advanced data intelligence and automation to identify, prioritize and engage high-intent prospects, driven by its proprietary 'F-Score' matching engine, which analyzes thousands of data points such as liquidity events, career changes and other 'money-in-motion' signals.

The round, which brings total funds to date to more than $20m, was led by VC firm Venrock, with participation from new angels as well as existing investors Y Combinator, Maple VC and Crossbeam Ventures.

CEO Ovadia (pictured) says the platform 'gives advisors of all sizes access to automation that was once only available to the biggest firms.' Company President Toli adds: 'From day one, our focus has been building technology that can interpret data at scale and translate it into meaningful opportunities for advisors... This funding enables us to double down on that momentum, further advancing our AI and data intelligence capabilities while expanding the technical infrastructure behind the platform.'

Web site: www.finny.com .