We help great advisors help more people.

To do that, we are building the most talent-dense company in NYC. We have assembled a team of phenomenal humans — true outliers who have something to prove and take pride in what they build. We work hard, but have a ton of fun doing so :)

**Open roles | Learn more**

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Website

FINNY – Take the guess work out of prospecting

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Traction

In less than 20 months..

• 400+ firms across the wealth management ecosystem on our platform
• 50x growth since January 2025
• 80% of our customers have come to us (!!) and close on the very first demo. </aside>

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Investors

We’re backed by major VCs.

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OUR VISION

Modern tools for the advisors people deserve

The wealth management industry still runs on decades-old technology while millions of Americans go without the financial guidance they need. We're building the infrastructure to close that gap - starting with AI-driven prospecting to help advisors sustain growth while continuing to provide existing clients the time and attention they deserve.

THE TEAM

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OUR TEAM IN ACTION