FINNY, an AI-powered prospecting and marketing platform designed for financial advisors, has received a personal investment from Ritholtz Wealth Management CEO Josh Brown, who has also joined its advisory board.
The latest development follows FINNY’s recent $4.3m seed funding round, which was co-led by Maple VC and HNVR. Other notable investors in the round include Morningstar CEO Kunal Kapoor and Deel COO Dan Westgarth. The funding will be used to accelerate product innovation and expand adoption of FINNY’s AI-powered tools within the wealth management industry.
FINNY’s platform is designed to help financial advisors streamline the prospecting process using artificial intelligence. By analysing thousands of data points—including liquidity events and career changes—the system identifies high-intent leads and ranks them using its proprietary “F-Score” matching engine. This approach enables advisors to engage with the most relevant prospects, increasing efficiency and conversion rates.
Brown expressed enthusiasm for FINNY’s mission, stating: “FINNY is solving the biggest challenge advisors face today: finding and connecting with the right clients. Advisors are great at building relationships, but they don’t have the time—or the right tools—to consistently find new prospects. They don’t want to sit around cold-calling or sifting through generic databases and spreadsheets. FINNY changes that. It’s smart, automated and actually built for how advisors work today. I’m pumped to help Eden and the team take this to the next level.”
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