Articles from FINNY AI Inc.

FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced that it has raised $17 million in Series A funding. The round was led by Venrock, with participation from new investors including former Vanguard chairman and CEO William McNabb, Activant and Altruist’s Jason Wenk, as well as continued support from existing investors Y Combinator, Maple VC and Crossbeam Ventures.

FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced a strategic partnership with Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $22 billion in assets under advisement (AUA).

FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced the launch of Multi-Channel Campaigns, a powerful new capability that allows advisors to build fully automated, multi-channel outreach sequences in minutes. This prospecting feature combines LinkedIn Actions, AI-generated voicemails, personalized emails and handwritten direct mail into a single, fully personalized outreach campaign designed for effective lead conversion.

FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced the launch of Intent Search, a feature that allows advisors to identify and engage with prospects actively seeking financial guidance. This release also includes Prospect Enrichment and AI Voicemails, two additional capabilities that equip advisors with faster, smarter tools to drive organic growth through FINNY’s all-in-one prospecting solution.