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Finny, Inc.
FINNY Inc. provides an AI-powered growth, prospecting, and marketing platform built specifically for financial advisors and enterprise teams.
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Finny, Inc. at a glance
Finny, Inc. is a fintech company headquartered in United States. It has raised at least $18.3M across the 3 funding rounds on record. Its most recent funding round, Series A, raised $1M in June 2026. Xcout tracks 3 named people at Finny, Inc., including Eden Ovadia (co-founder). Xcout recorded 3 job postings from Finny, Inc. in the last 90 days, naming tools such as HubSpot.
Finny, Inc. leadership
- Eden Ovadiaco-founder
- Theo Jansonco-founder
- Victoria Tolico-founder
Finny, Inc. funding rounds
At least $18.3M raised across the 3 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series A | $1M | 1 named | |
| Series A | $17M | 6 named | |
| SEC Form D filing | $306,926 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Hiring at Finny, Inc.
Xcout recorded 3 job postings from Finny, Inc. in the last 90 days, from a hiring record Xcout has kept since July 2026.
Tools named in Finny, Inc.'s job postings
The weekly hiring trend, the roles and locations behind it — see Finny, Inc.'s hiring signals →
Investors
Finny, Inc. competitors
A few of Finny, Inc.'s closest competitors — see the full list of competitors and alternatives →
Fin Pods AI Inc. provides a financial planning workspace designed for financial advisors and wealth planners. The platform offers tools for secure client document intake, automated financial data extraction and analysis, and collaborative financial planning delivery.
Fintso is a wealthtech platform that provides digital tools, research, and investment products to financial advisors to help them manage and scale their advisory businesses.
FINTRX is a financial services and intelligence platform headquartered in Boston, Massachusetts, that provides data and AI tools to help distribution teams identify and engage with registered investment advisors and family offices.
FNZ provides a global, end-to-end wealth management platform that integrates technology, business, and investment operations for financial institutions such as banks, wealth managers, insurance companies, and asset managers. The company's platform and services enable these institutions to streamline processes, utilize data and AI, and offer digital investment experiences to end investors.
WealthReach, Inc. is a software development company headquartered on Long Island, USA. It provides a growth platform designed to help financial advisors convert latent interest into new client relationships.
TIFIN builds financial technology platforms powered by artificial intelligence and personalization for the wealth management, asset management, and insurance sectors. The company offers AI-driven solutions focused on agentic workforce platforms, tax intelligence, workplace-to-wealth infrastructure, and distribution science to serve financial advisors, asset managers, and insurance providers.
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More on Finny, Inc. in Xcout Intel
- 3 named people with titles, LinkedIn and board committees
- 3 funding rounds with the investors in each, and who they co-invest with
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access