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Financial Advisor Community

An AI growth platform helping financial advisors find clients

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Start and scale my business
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FINNY is an AI growth platform built for financial advisors who want to grow their practice without a dedicated marketing team. The software helps advisors refine their target niches, then surfaces prospects whose circumstances align with what an advisor does best, timed to moments when money is in motion. Each prospect receives a FINNY Score that estimates likelihood to convert, so advisors can focus attention where it is most likely to pay off. The platform drafts original brand content in the advisor's voice, including LinkedIn posts, market updates, and articles drawn from news and market signals. It plans and runs outreach campaigns across channels, handles follow-ups, and and gets meetings on the advisor’s calendar. FINNY is SOC 2 compliant and has been recognized by Wealth Management and Morningstar.

Outcomes

  • Surface prospects matched to your niche
  • Rank leads by likelihood to convert
  • Publish brand content in your voice
  • Automate outreach and follow-up campaigns

What's included?

  • Lead Scoring

    A FINNY Score for every prospect, ranked by their likelihood to convert.

  • Brand Content

    AI-drafted LinkedIn posts, market updates, and articles written in your voice.

  • Campaign Automation

    Planned outreach and follow-ups across channels

Who is this for?

  • Financial advisors growing their practice
  • Independent RIAs seeking new clients
  • Centralized marketing teams at larger firms

About the creator

Eden Ovadia picture

Eden Ovadia

Co-Founder of Finny

FINNY is a New York-based company that offers an AI growth platform for financial advisors and is backed by Y Combinator. The product is positioned as an organic growth engine that supports advisors from first contact through closing a client. It sca...