FINNY AI Inc, an AI prospecting and marketing platform for financial advisors, has raised $17 million in Series A funding as firms seek to automate client acquisition for registered investment advisers.
The round was led by venture firm Venrock, with participation from former Vanguard chairman and chief executive William McNabb, Activant and Altruist founder Jason Wenk. Investors Y Combinator, Maple VC, and Crossbeam Ventures also joined, the company said.
FINNY was launched in March 2024 by AI engineers Eden Ovadia, Victoria Toli, and Theo Janson.
It sells an automated workflow that identifies and prioritizes prospective clients, manages outreach and follow-up across channels such as email and LinkedIn, and flags “money-in-motion” signals such as liquidity events and job changes using a proprietary scoring model.
The company said the Series A brings funding raised over the past year to more than $20 million, following a $4.3 million seed round in December 2024.
FINNY said more than 400 firms are using the latest version of its platform, released in April, and it reported revenue growth since January 2025.
FINNY plans to use the capital to hire engineers, accelerate product developmen,t and strengthen go-to-market efforts as advisory firms look for scalable ways to grow without adding staff.
The market is crowded. Large providers of CRM and marketing automation are adding AI features, while specialist startups pitch lead-scoring and outreach tools that plug into existing advisor tech stacks.
The advisory industry also faces strict rules on client communications and data handling, creating hurdles for automated systems that promise to run in the background.
The deal reflects investor interest in “agentic” sales software for regulated sectors, but the durability of FINNY’s growth will depend on retention and verified conversion outcomes.
If market returns soften, advisors may demand proof that automation improves prospect quality rather than merely increasing outreach volume.
