FINNY AI (YC S24) — The organic growth engine for financial advisors
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.
FINNY AI is a Y Combinator company in the Summer 2024 batch. Its directory entry describes it as: The organic growth engine for financial advisors. The founders listed are Eden Ovadia (Founder/CEO), Theodore Janson (Founder/CTO), Victoria Toli (Founder) (Y Combinator directory entry, May 27, 2024).
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Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC
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.
Eden Ovadia
Founder/CEO
Theodore Janson
Founder/CTO
Victoria Toli
Founder
Founders, titles and bios as the company published them. Photographs are our own copies of the ones on that record, so they do not break when the original link expires.
One of 58 companies held here in Fintech › Asset Management.
No investor is drawn from a Form D — the form states how many invested and never who. The one investor on this graph is named because a batch has exactly one.
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Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC
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What the Full Report on FINNY AI covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
1 cited source found
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