FINNY AI
The organic growth engine for financial advisors
About
FINNY is the AI-native organic growth engine for financial advisors, focused on helping them grow their practices Our goal is to empower financial advisors to reach the right potential clients at the right time, with the right message. We are building a world where anyone who wants financial advice can connect with the right advisor, while helping advisors ensure organic growth, the most existential problem advisors face. The organic growth process has historically been highly inefficient and full of noise. Advisors often waste 60+ hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting using F-Score, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, FINNY does all the rote work for the advisors, letting them focus on what actually matters: the client relationship.
Founders
- Eden Ovadia
- Theodore Janson
- Victoria Toli
Family Office Investors
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