FINNY, a female-founded wealthtech platform, has secured $4.3M in seed funding to revolutionize financial advisors’ client acquisition processes using AI-driven prospecting tools. The platform automates prospect identification, prioritization, and outreach by leveraging generative AI to aggregate data and predict high-value leads, addressing a critical gap in the wealth management industry poised for a $100T generational wealth transfer. With rapid adoption, recognition from Morningstar’s Fintech Showcase, and a growing waitlist, FINNY aims to scale operations and redefine wealth management solutions.

FINNY Raises $4.3M in Seed Funding To Build the AI Agent helping Financial Advisors grow