FINNY AI Secures $17M Series A to Scale AI Prospecting Platform for Wealth Managers
New York fintech firm FINNY AI has raised a $17 million Series A round led by venture capital firm Venrock, bringing its total funding to $21.8 million. Founded in 2023 and participating in Y Combinator's S24 batch, the 28-person startup builds software that helps financial advisors discover, prioritize, and reach prospective clients using machine learning and automated workflow tools.
At the core of the platform is a proprietary database tracking over 300 million adult profiles across North America with more than 200 data points per person. The system aggregates details including estimated net worth, 401(k) data, life events, real estate transactions, and online search intent signals. FINNY AI applies a predictive compatibility scoring algorithm called the F score to calculate conversion likelihood for specific advisor-prospect pairings before generating personalized multi-channel campaigns across email, direct mail, and AI-generated voicemails. In April 2026, the company introduced Hunter AI, an automated chief growth agent that constructs personalized outreach sequences based on an advisor's historical tone and target niche.
The leadership team brings experience across tech, machine learning, and financial advisory services. Co-founder and CEO Eden Ovadia studied software engineering and machine learning at McGill University before working in private equity and financial services at BCG. Co-founder and President Victoria Toli holds a degree in Symbolic Systems and Artificial Intelligence from Stanford University and previously led growth for Uber One as a product manager at Uber. Co-founder and CTO Theodore Janson studied electrical engineering and computer science at École Polytechnique and McGill, working as an applied machine learning engineer building statistical models for automated financial analysis. Former Vanguard CEO Bill McNab joined the company's board alongside the Series A round, while Ritholtz Wealth Management CEO Josh Brown joined as an investor and advisor.
Institutional adoption has accelerated across wealth management platforms. In January 2026, InvestmentNews and Wealth Solutions Report reported a major partnership with Osaic, making FINNY AI's prospecting software available to approximately 11,000 financial professionals. In June 2026, InvestmentNews reported the rollout of an enterprise growth platform designed for central marketing teams at Mercer Advisors. According to Wealth Management, the company launched a pay-as-you-grow pricing structure charging advisors $50 per month plus basis points on assets secured from platform-identified clients.
Speaking on a podcast episode hosted by Brad Johnson, Ovadia emphasized that FINNY AI maintains an in-person culture at its Manhattan office. Demonstrating platform updates in a product video, FINNY AI showed how Hunter AI analyzes target niches, pulls calendar availability, and drafts automated four-step campaign sequences targeting specific executive cohorts. On the YouTube series Talking Wealth, Ovadia and Toli explained that sales cycles average under three days because the software operates as an additive growth tool rather than requiring wealth management firms to replace existing software stacks.
To expand its engineering capacity, FINNY AI is hiring a Product Engineer in New York City. The role involves full-stack software development to build features for wealth management clients, with end-to-end ownership spanning scoping, product design collaboration, and production deployment at the company's NYC Chelsea office. The position offers a salary between $180,000 and $200,000 USD per year.
| Role | Location | Work Mode | Salary |
|---|---|---|---|
| Product Engineer | New York City | Onsite | $180,000 – $200,000 USD |
