FINNY AI
ActiveHiringThe 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· FounderEden is the Co-founder and CEO of FINNY. She studied Software Eng. at McGill University with a focus on ML. Prior to starting FINNY, Eden was at BCG where she worked in Private Equity & Financial Services.
Theodore Janson· FounderTheo is the co-founder and CTO at FINNY. Before FINNY, Theo worked as an applied ML engineer in an early Fintech startup, leading the development of statistical models and LLMs for automated financial analysis. He has also held research roles in LLM explainability and particle physics. Theo has degrees in electrical engineering and CS from Ecole Polytechnique (X) and McGill University.
Victoria Toli· FounderVictoria is the co-founder and CPO of FINNY, an AI-driven growth engine for financial advisors. Before FINNY, she was a Product Manager at Uber, where she led growth and international expansion for Uber One. She holds a BS in Symbolic Systems, Artificial Intelligence from Stanford. Victoria grew up in Athens, Greece.
Product launches · 1 launch
We help independent financial advisors find and convert new clients, using AI.