FINNY Raises a $17 Million Series A to Help Great Financial Advisors Help More People

Finny, the organic growth engine for financial advisors, led by Eden Ovadia, Victoria Toli, and Theodore Janson, has secured $17 million in Series A funding led by Venrock, with participation from Activant, Altruist’s Jason Wenk, and continued support from Y Combinator, Maple VC, and Crossbeam Ventures. Nick Beim from Venrock and Bill McNabb, the former Chairman and CEO of Vanguard, will join the Board.

Financial advisors play a critical role in helping Americans navigate major life decisions, yet most spend the majority of their time prospecting instead of advising. On average, it takes nearly 60 hours of cold outreach to convert a single client. At the same time, millions of people who need guidance struggle to find the right advisor.

Despite managing over $30 trillion in assets, wealth management still relies on generic prospecting tools not built for how advisors or clients actually operate. With an estimated $80 trillion set to transfer to younger generations over the next two decades, many of whom won’t stick with their parents’ advisors, the gap is becoming more urgent.

FINNY was started to close that gap and modernize how advisors and clients find each other.

FINNY is an organic growth engine for financial advisors. It uses real-time data and money-in-motion signals to match prospects with the right advisor, then automates personalized outreach, follow-ups, and meeting scheduling. Advisors can stay in control or let FINNY run end-to-end.

The result: less time prospecting, more time advising, while delivering more timely, personalized guidance to clients as their financial needs change.

Since launching in early 2024, FINNY has seen rapid adoption and growth:

• 400+ firms across RIAs, broker-dealers, and banks

• 50× revenue growth since January 2025

• 80% inbound demand

• Industry recognition from Morningstar, Datos Insights, the Wealthies, and Oasis Group

Most importantly, advisors are finding better-fit clients faster, and those clients are receiving better, more timely advice.

This funding is fuel, not a finish line. Wealth management still runs on outdated technology, while millions of Americans lack access to the guidance they need. The vision is a platform where advisors have a living, real-time understanding of every client and prospect, powered by AI that delivers the right insight at the right moment.