FINNY, an AI-powered prospecting and marketing platform built for financial advisors, has closed a $17 million Series A funding round led by Venrock. The capital will fuel expansion of the platform, which uses AI and data intelligence to automate the identification, prioritization, and engagement of high-intent prospects, addressing the time constraints that hinder organic growth for advisory firms.
FINNY raises a $17 million Series A funding round led by venture firm Venrock.
The AI platform automates prospecting for financial advisors, from lead identification to outreach.
It uses a proprietary "F-Score" engine analyzing thousands of data points to prioritize prospects.
The company reports its platform generates an average of $7.7M in new client assets per advisor annually.
Funding will expand engineering, accelerate product development, and strengthen go-to-market efforts.
Over 400 advisory firms are using the platform, with 50x revenue growth since January 2025.
FINNY targets a core industry challenge: 83% of registered investment advisors cite time constraints as a barrier to growth. The platform addresses this by automating the entire prospecting workflow. It leverages a proprietary database and an AI-driven "F-Score" matching engine to analyze signals like liquidity events and career changes, identifying and prioritizing high-potential leads before automating outreach across channels like email and LinkedIn.
The new capital will primarily be used to attract top technical talent and advance the platform's underlying AI and data infrastructure. A key focus is enhancing the automation that powers both inbound and outbound growth efforts, allowing advisors to set up prospecting campaigns that run autonomously in the background, freeing them to focus on client relationships and closing deals.
The funding follows significant traction, with over 400 firms adopting the platform and reported 50x revenue growth since the start of the year. FINNY cites strong performance metrics, including near-zero customer acquisition cost and an average of $7.7 million in new assets generated per advisor annually, demonstrating market demand for scalable, data-driven growth tools in the wealth management sector.
This investment positions FINNY to cement its role as a key enablement platform for advisors seeking to leverage AI for efficient, targeted client acquisition as the industry shifts focus back towards organic growth strategies.
About FINNY
FINNY is the AI-powered prospecting and marketing platform built exclusively for financial advisors. By leveraging advanced data intelligence and automation, FINNY helps advisors identify, prioritize and engage high-intent prospects effortlessly — removing the guesswork from client acquisition. With a proprietary database of millions of records, a predictive F-Score matching engine and automated outreach tools, FINNY helps ensure that prospecting is targeted, scalable and seamlessly integrated into an advisor’s workflow. Backed by top fintech investors and recognized as Best of Show at the 2024 Morningstar Annual Fintech Showcase, FINNY is redefining organic growth for financial advisors.
About Venrock
Originally established as the venture capital arm of the Rockefeller family in 1969, Venrock partners with entrepreneurs to build some of the world’s most disruptive, successful companies. Portfolio companies have included Apple Computer, Intel, Check Point Software, CloudFlare, Gilead Sciences, Illumina and Nest. In wealth management technology, portfolio companies include Altruist, Moment, Vanilla and Personal Capital.
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