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..

• 500+ 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 FINNY Story

AI Engineers redefining an industry.

Three AI engineers founded FINNY in 2024 to solve the most painful problem in wealth management: Organic Growth. In just two years, we've become the industry leader - raising over $20M from Y Combinator, Venrock, and some of the biggest CEOs in wealth: Josh Brown (Ritholtz), Jason Wenk (Altruist), Kunal Kapoor (Morningstar), and Bill McNabb (Vanguard).

We've won Best of Show at the Morningstar Fintech Showcase, the 2025 Wealthies, and were selected to present at FutureProof. Our founders were honored as Forbes 30 Under 30 in AI Innovation.