An AI platform that helps financial advisors find, prioritize, and reach high-intent prospects.
Founded by: Eden Ovadia • Theodore Janson • Victoria Toli in 2024
An AI platform that helps financial advisors find, prioritize, and reach high-intent prospects.
Founded by: Eden Ovadia • Theodore Janson • Victoria Toli in 2024
You can use Finny AI when you want to replace noisy, time-wasting prospecting with targeted, data-driven outreach. It identifies prospects based on life triggers and behavioral signals, ranks them with a custom “F-Score” per advisor, and automates outreach and meeting scheduling. Ideal for independent advisors who need to grow organically without constant cold outreach — Finny helps you focus only on warm, high-potential leads.
Is this a good fit for my stack?
Integrations
Email / outreach channels, CRM sync (for prospect data), Intent / behavioral signal providers Use Cases Financial advisors looking to grow their book without manual prospecting
Firms wanting to identify high-intent prospects in real time
Automating outreach campaigns while preserving personalization
Prioritizing limited outreach to only best prospects
Enriching existing contact lists with deeper financial and behavioral data
Advisors waking up to pre-scheduled meetings from Finny’s outreach
Standout Features F-Score: personalized conversion likelihood score per advisor–prospect pair
Intent Search: discover prospects actively searching for financial advice topics
AI Voicemails: ringless, personalized voicemail drop via AI
Prospect Enrichment: match uploaded contacts to Finny’s database for more context
Automated outreach routing across optimal channels
Vertical focus: built specifically for financial advisor growth
Tasks it helps with Identify prospects using life event and behavioral signals
Score prospects per advisor via a custom F-Score
Enrich prospect profiles (net worth, trigger events, interests)
Automate multi-channel outreach (email, LinkedIn, voicemail etc.)
Suggest optimal outreach channel and timing
Schedule meetings and follow-ups automatically
Who is it for? Financial Advisor, Wealth Manager, Growth Manager, Sales Development Lead, Marketing Manager
Overall Web Sentiment People love it
Time to value Quick Setup (hours to onboard & test) advisor prospecting, lead scoring, AI outreach, wealthtech, financial advisor tools, high intent leads
Compare PhantomBuster
Systeme.io
ShortStack
ActiveDEMAND
UpViral
Wishpond
Compare Selected (0/2) 
.jpeg?alt=media&token=c861e02c-4f0d-48d9-9fd9-ca358c08f3e4)
.png?alt=media&token=92830872-dc1a-4ebc-a207-2a3ad1fa911c)
