FINNY AI
YC S24New York City, US · Founded 2024 · 35 employees · Hiring · 6 known investors
FINNY is a growth platform that identifies and targets financial prospects for advisors through data aggregation and automated outreach, enabling personalized client acquisition at scale.
AI & Machine LearningFintechMarketing TechSaaSSales TechMachine LearningFinanceSales EnablementAutomationUnited States of AmericaAmerica / Canada
Founders & leadership· Y Combinator alumni (S24)
FINNY AI was founded in 2024 by Eden Ovadia, Theodore Janson, and Victoria Toli.
EO
Eden OvadiainFounderEden Ovadia studied software engineering at McGill University with an emphasis on machine learning. She previously worked at BCG in the private equity and financial services practices before cofounding FINNY AI.
TJ
Theodore JansoninFounderHe previously worked as an applied machine learning engineer at an early-stage fintech startup developing statistical models and large language models for financial analysis, and held research positions in LLM explainability and particle physics. He holds degrees in electrical engineering and computer science from École Polytechnique and McGill University.
VT
Victoria ToliinCo-Founder & PresidentVictoria Toli is co-founder and Chief Product Officer at FINNY AI, an artificial intelligence platform for financial advisors. She previously worked as a Product Manager at Uber leading growth initiatives for Uber One, and holds a degree in Symbolic Systems and Artificial Intelligence from Stanford University.
Investors · 6
Activant CapitalNew York · $100K – $50M
Maple VCSan Francisco · $500K – $1.5M
VenrockPalo Alto · $500K – $10M
Y CombinatorSan Francisco · $500K
Also in the syndicate · 2
ActivantCrossbeam Ventures
Funding
SEC filings, press & company announcements$17M disclosed across 1 of 3 rounds · 2024–2025
- $17MSeries ADec 2025 · 4 sources
Venrock (lead), Activant, Crossbeam Ventures, Maple VC, Y Combinator
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Competitors · 6
by search overlap
SmartAsset73 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Industries53 shared keywordsJ.P. Morgan is a global financial services firm serving corporations and individuals in more than 100 countries, offering investment research, tools, data, analytics, and advisory services. It supports institutional investors, asset and fund managers, hedge funds, broker dealers, and equity issuers with liquidity, fixed income strategies, and equity compensation solutions.
Reins45 shared keywordsReins provides software to create and manage employee incentive programs — including phantom stock, profit sharing, and performance bonuses — for small and mid-sized private service businesses in the US. The platform drafts attorney-built legal contracts, tracks awards, and offers an employee portal to help owners retain staff, grow valuation, and plan business succession.
Eqvista42 shared keywordsEqvista provides equity management software and 409A valuation services for startups and private companies. The platform combines cap table management, company valuations, and compliance tools to help founders manage ownership from formation through pre-IPO.
Qapita42 shared keywordsQapita provides equity and cap table management software, offering companies tools for onboarding, data migration, and ongoing administration of their equity records. It is presented as an alternative to platforms like Carta.
Cake38 shared keywordsCake Equity offers a platform for investors to manage their portfolios, combining investment tracking, contract and document management, and stakeholder communications. It targets venture investors managing multiple holdings.
Companies competing with FINNY AI for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does FINNY AI do?
- FINNY is a growth platform that identifies and targets financial prospects for advisors through data aggregation and automated outreach, enabling personalized client acquisition at scale.
- Who founded FINNY AI?
- FINNY AI was founded by Eden Ovadia, Theodore Janson, Victoria Toli in 2024.
- Who are FINNY AI's investors?
- FINNY AI's investors include Activant Capital, Maple VC, Venrock, Y Combinator.
- How much funding has FINNY AI raised?
- FINNY AI has disclosed $17M raised across 1 of its 3 known rounds.
- Where is FINNY AI headquartered?
- FINNY AI is headquartered in New York City, US.