There is a quiet problem sitting inside wealth management that nobody puts on a billboard. Financial advisors are credentialed, ambitious, and surrounded by demand, yet the average conversion still burns 58 hours like a slow leak no CRM ever fixed. FINNY AI Inc. did not show up to decorate that reality. It showed up to erase it. Born in NYC in Dec 2023 and launched Mar 2024, FINNY is what happens when frustration meets machine learning and decides to get ruthless about efficiency.
Eden Ovadia did not arrive here by accident. At Boston Consulting Group, advising major financial institutions and wealth managers, Eden Ovadia saw the same pattern on repeat. Organic growth was the headline. Manual prospecting was the tax. Instead of taking a comfortable chief of staff role at a major RIA, Eden Ovadia teamed up with Victoria Toli and Theodore Janson to build a system that treats prospecting like infrastructure, not folklore. McGill engineering, Stanford AI, École Polytechnique depth, Uber-grade product sense, and zero tolerance for wasted motion.
This week FINNY AI Inc. closed a $17M Series A led by Venrock, with Activant, Jason Wenk of Altruist, and William McNabb, former Chairman and CEO of Vanguard, joining the round. Returning conviction from Y Combinator, Maple VC, and Crossbeam Ventures pushes total funding past $21M. Nick Beim of Venrock and William McNabb now join the board, adding real weight to the room. Josh Brown of Ritholtz Wealth Management is already there, which tells you exactly how seriously this platform is being taken.
The traction is not theoretical. 400+ firms are live. Revenue is up 50x since Jan 2025. Advisors using FINNY generate an avg of $7.7M in new client assets annually, with near zero CAC and 80% of customers coming inbound. Campaign volume, searches, and usage are compounding at triple digit MoM rates. That is not noise. That is a signal cutting through the industry static.
Under the hood sits a database of 300M prospect records, refreshed daily with ~6B data points, and FINNY’s proprietary F-Score. Think compatibility over cold calls. Intent Search reads real behavior. Multichannel campaigns move across LinkedIn, email, AI-generated voicemails, and handwritten mail without breaking compliance or tone. Advisors stop guessing and start showing up when timing actually matters.
$80T is about to move between generations. Most advisors are still prospecting like it is 2008. FINNY AI Inc. is not selling hype. It is selling time, precision, and relevance. Eden Ovadia, Victoria Toli, and Theodore Janson are building growth infrastructure for a market that desperately needs it, and the capital just caught up to what the data has been saying all along.
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