FINNY Overview
- Year Founded
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2023
- Status
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Private
- Employees
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28
- Latest Deal Type
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Series A
- Latest Deal Amount
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$17M
- Investors
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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.comCorporate Office
- 253 West 28th Street
- Floor 5
- New York, NY 10001
- United States
Corporate Office
- 253 West 28th Street
- Floor 5
- New York, NY 10001
- United States
FINNY Timeline
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 |
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% |
VC Exit Predictor
See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.
FINNY Signals
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 |
FINNY FAQs
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When was FINNY founded?
FINNY was founded in 2023.
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Where is FINNY headquartered?
FINNY is headquartered in New York, NY.
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What is the size of FINNY?
FINNY has 28 total employees.
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What industry is FINNY in?
FINNY’s primary industry is Business/Productivity Software.
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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 .
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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.
Data Transparency
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