COMPANY PROFILE

Finny

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Providing AI-powered tools that reduce guesswork in the prospecting process

New York City, United StatesFounded 2023Marketing

Valuation $50–100M Last recorded · 2025

Revenue $1–10M Latest reported FY

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Finny

FinnyAI is a cutting-edge technology company that specializes in providing AI-driven prospecting solutions for financial advisors. Operating in the financial services market, FinnyAI serves advisors who are looking to enhance their client acquisition strategies through more personalized and efficient outreach. The core product is an AI-native prospecting tool that enables advisors to identify ideal prospects from millions of records, based on meaningful criteria. This tool not only curates outreach messages that highlight shared experiences and unique offerings but also automates follow-ups, allowing advisors to focus on high-value activities.

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FinnyAI operates on a subscription-based business model, generating revenue through monthly or annual fees paid by financial advisors and firms. The company leverages its proprietary AI algorithms to offer a bespoke solution for organic growth, eliminating the need for generic prospecting tools. By providing a warm outbound engine for hyper-targeted messages, FinnyAI aims to revolutionize the way financial advisors approach client acquisition.

Source: Dealroom company data

At a glance

Status: Operational
Founded: 2023
Headquarters: New York City, United States
Employees: 47
Open positions: 5
Dealroom signal: 92.2/100
Industry: Marketing
Sub-industry: CRM & Sales
Sector: Marketing, Core AI, AI Applications, YC S24
Technology: Artificial Intelligence, Machine Learning
Business model: SaaS
Client focus: b2b
Links: Website LinkedIn X

Knowledge graph

News, research, reports and resources connected to this company by Dealroom

Funding history

4 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SERIES A✓Equity / VC	Dec 2025	$17M	$68M	Y Combinator · Maple VC · Activant Capital · Crossbeam Venture Partners	↗
ANGEL✓Equity / VC	Mar 2025	—	—	Josh Brown	↗

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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025		—

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Growth signals

Finny website traffic

Latest recorded traffic for Finny is 14K monthly website visits, up 27.3% over the last three months. Finny's team grew 80.8% over the past year.

Latest monthly visits14K 3-month web change+27.3% 1-year team growth+80.8%

Monthly website visitsMay 2024–Jul 2026

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Open positions

Openings linked to this company in Dealroom

Senior Account Executive, EnterpriseNew York, NY · Accounting · Aug 7, 2026 Senior Machine Learning EngineerNew York, NY · Data Science & Engineering · Aug 6, 2026 Executive Assistant to the FoundersNew York, NY · Other · Aug 6, 2026 Account ExecutiveNew York, NY · Sales · Aug 5, 2026 Senior Product EngineerNew York, NY · Business Development · Aug 5, 2026 Growth Marketing ManagerNew York, New York, United States, Northern America, Americas · Marketing & Communication · Jul 24, 2026 Machine Learning EngineerNew York, NY · Data Science & Engineering · Jul 10, 2026 Product EngineerNew York, NY · Business Development · Jul 10, 2026

8 distinct openings shownExplore hiring signals →

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