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FINNY AI

Summer 2024Active

The organic growth engine for financial advisors

Save
FINNY AI logo

FINNY AI

Summer 2024Active

The organic growth engine for financial advisors

Save
Company details

FINNY is the AI-native organic growth engine for financial advisors, focused on helping them grow their practices

Our goal is to empower financial advisors to reach the right potential clients at the right time, with the right message. We are building a world where anyone who wants financial advice can connect with the right advisor, while helping advisors ensure organic growth, the most existential problem advisors face.

The organic growth process has historically been highly inefficient and full of noise. Advisors often waste 60+ hours of business development to convert 1 new client.

At FINNY, we are certain we can do better with AI. With our tool, advisors can:

Identify prospects within their target niche, aggregating thousands of data points per lead Prioritize prospects based on their predicted likelihood of converting using F-Score, a score unique to each advisor and prospect pair Automate the outreach and meeting scheduling with their high priority prospects

In essence, FINNY does all the rote work for the advisors, letting them focus on what actually matters: the client relationship.

Location
New York City, NY, USA
Founded
Unknown
Category
Fintech
YC Directory Pagewww.finny.com
Founders
  • EO
    Eden Ovadia
    Founder
    LinkedIn
  • TJ
    Theodore Janson
    Founder
    LinkedIn
  • VT
    Victoria Toli
    Founder
    LinkedIn

FINNY is the AI-native organic growth engine for financial advisors, focused on helping them grow their practices

Our goal is to empower financial advisors to reach the right potential clients at the right time, with the right message. We are building a world where anyone who wants financial advice can connect with the right advisor, while helping advisors ensure organic growth, the most existential problem advisors face.

The organic growth process has historically been highly inefficient and full of noise. Advisors often waste 60+ hours of business development to convert 1 new client.

At FINNY, we are certain we can do better with AI. With our tool, advisors can:

Identify prospects within their target niche, aggregating thousands of data points per lead Prioritize prospects based on their predicted likelihood of converting using F-Score, a score unique to each advisor and prospect pair Automate the outreach and meeting scheduling with their high priority prospects

In essence, FINNY does all the rote work for the advisors, letting them focus on what actually matters: the client relationship.

Location
New York City, NY, USA
Founded
Unknown
Category
Fintech
YC Directory Pagewww.finny.com
Founders
  • EO
    Eden Ovadia
    Founder
    LinkedIn
  • TJ
    Theodore Janson
    Founder
    LinkedIn
  • VT
    Victoria Toli
    Founder
    LinkedIn
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  • Use Pro to request the first FINNY AI teardown and keep the finished report in your account.
  • Read every completed teardown and rebuild plan already in the database.
  • Unlock implementation-ready technical specs and 5 fresh research requests each month.

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