FINNY is an AI‑driven prospecting platform for financial advisors that automates lead generation by analyzing millions of data points to identify high‑fit prospects and assign a conversion likelihood score. The system monitors life‑event triggers, provides real‑time alerts, and handles multi‑channel outreach with personalized content, enabling advisors to focus on relationship building while maintaining a steady pipeline of high‑intent leads.
Funding
$4.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
6OHTMVFounders
Product
Problem
Financial advisors struggle to identify and engage new clients efficiently, often spending extensive time on manual lead generation that yields low-quality prospects and missed timing for key financial events.
Solution
FINNY provides an AI-driven prospecting platform that automates lead generation for financial advisors. By analyzing millions of data points with proprietary machine‑learning models, it surfaces prospects whose financial needs align with the advisor’s services and assigns each a conversion likelihood score. The system continuously monitors life‑event triggers—such as home purchases, job changes, inheritances, or retirement—to alert advisors when a prospect is most likely to require a new financial plan. Integrated outreach automation handles research, personalized content creation, channel selection, and follow‑up sequencing, allowing advisors to focus on relationship building while the platform delivers a steady pipeline of high‑intent leads.
Target Audience
FINNY is designed for professional financial advisors and wealth‑management firms seeking to scale client acquisition through data‑driven, automated prospecting.
Features
- AI and proprietary algorithms that analyze millions of data points to identify high‑fit prospects
- FINNY Score (F‑Score) ranking prospects by predicted conversion likelihood
- Real‑time tracking of major life events to capture “money in motion” opportunities
- Vast, continuously updated database searchable by thousands of criteria (e.g., interests, job title, education)
- Automated multi‑channel outreach agent that generates personalized messages, selects optimal channels, and manages sequencing
- Alerts and notifications when meetings are booked or follow‑ups are needed
- SOC‑compliant security and data protection infrastructure