Finny AI

Founded by Eden Ovadia & Theodore Janson & Victoria Toli in 2024

An AI platform that helps financial advisors find, prioritize, and reach high-intent prospects.

Cost

Demo, Paid

Rating

★ People love it

Time to value

Quick Setup (hours to onboard & test)

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.

What Finny AI does

Identify prospects using life event and behavioral signalsScore prospects per advisor via a custom F-ScoreEnrich prospect profiles (net worth, trigger events, interests)Automate multi-channel outreach (email, LinkedIn, voicemail etc.)Suggest optimal outreach channel and timingSchedule meetings and follow-ups automaticallyF-Score: personalized conversion likelihood score per advisor–prospect pairIntent Search: discover prospects actively searching for financial advice topicsAI Voicemails: ringless, personalized voicemail drop via AIProspect Enrichment: match uploaded contacts to Finny’s database for more contextAutomated outreach routing across optimal channelsVertical focus: built specifically for financial advisor growth