FINNY has raised a $17M Series A led by Venrock to scale an AI-driven growth engine that automates how financial advisors identify, engage, and convert prospects using real-time “money-in-motion” and intent data. The platform’s strategic value lies in shifting advisor economics away from manual cold outreach toward data-driven, automated client acquisition and ongoing personalization, addressing both advisor capacity constraints and the looming $80T generational wealth transfer. With rapid adoption, 50x revenue growth, and governance reinforced by industry leaders like Bill McNabb, FINNY is positioning itself as core infrastructure for modern wealth management distribution rather than a point marketing tool.

FINNY Raises A $17M Series A to Help Great Advisors Help More People