FINNY Overview

  • Year Founded
  • 2023

Year Founded

  • Status
  • Private

  • Employees
  • 28

Employees

  • Latest Deal Type
  • Series A

  • Latest Deal Amount
  • $17M

  • Investors
  • 18

FINNY General Information

Description

Developer of a client acquisition platform designed to improve client relationship management and streamline the onboarding process. The company's platform utilizes artificial intelligence to analyze data and identify potential clients who are likely to need financial advice and automates the process of screening candidates, enabling financial advisors to enhance their client engagement strategies and operations.

Contact Information

Website
www.finny.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 253 West 28th Street
  • Floor 5
  • New York, NY 10001
  • United States
Primary Industry
Business/Productivity Software
Other Industries
Other Financial Services
Media and Information Services (B2B)
Corporate Office
  • 253 West 28th Street
  • Floor 5
  • New York, NY 10001
  • United States

FINNY Timeline

202420252026
Date FoundedFinancing RoundCaptured Employee CountEstimated Employee Growth

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FINNY Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Early Stage VC (Series A) 18-Dec-2025 $17M Completed Generating Revenue
2. Early Stage VC (Series A) 11-Dec-2024 Completed Generating Revenue
1. Accelerator/Incubator 01-Jan-2024 $500K $500K Completed Generating Revenue
To view FINNY’s complete valuation and funding history, request access »

FINNY Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series A-1
Series A-8
Series A-7
Series A-6
Series A-5
Series A-4
Series A-3 221,030 $0.000010 $1.04 $1.04 1x $1.04 1.17%
Series A-2 1,556,852 $0.000010 $2.08 $2.08 1x $2.08 8.21%
To view FINNY’s complete cap table history, request access »

VC Exit Predictor

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Opportunity Score

Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.

Exit Type

Evaluates the likelihood of a successful exit for investors, and the most likely exit type.

FINNY Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

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FINNY Investors (18)

Investor Name Investor Type Holding Investor Since Participating Rounds
Activant Capital Venture Capital Minority
Altruist VC-Backed Company Minority
Breakpoint Capital Venture Capital Minority
Angel (individual) Minority
Venrock Venture Capital Minority
You’re viewing 5 of 18 investors. Get the full list »

FINNY FAQs

  • When was FINNY founded?

    FINNY was founded in 2023.

  • Where is FINNY headquartered?

    FINNY is headquartered in New York, NY.

  • What is the size of FINNY?

    FINNY has 28 total employees.

  • What industry is FINNY in?

    FINNY’s primary industry is Business/Productivity Software.

  • Is FINNY a private or public company?

    FINNY is a Private company.

  • What is the current valuation of FINNY?

    The current valuation of FINNY is .

  • What is FINNY’s current revenue?

    The current revenue for FINNY is .

  • How much funding has FINNY raised over time?

    FINNY has raised $21.8M.

  • Who are FINNY’s investors?

    Activant Capital, Altruist, Breakpoint Capital, , and Venrock are 5 of 18 investors who have invested in FINNY.

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