FINNY's basic pricing is $50 per month, plus 20bps on AUM from FINNY-sourced new clients.
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FINNY AI
FINNY is the AI-native organic growth engine for financial advisors, focused on helping them grow their practices Our goal is to empower financial advisors to reach the right potential clients at the right time, with the right message. We are building a world where anyone who wants financial advice can connect with the right advisor, while hel
Overview
FINNY is the AI-native organic growth engine for financial advisors, focused on helping them grow their practices
Our goal is to empower financial advisors to reach the right potential clients at the right time, with the right message. We are building a world where anyone who wants financial advice can connect with the right advisor, while helping advisors ensure organic growth, the most existential problem advisors face.
The organic growth process has historically been highly inefficient and full of noise. Advisors often waste 60+ hours of business development to convert 1 new client.
At FINNY, we are certain we can do better with AI. With our tool, advisors can:
- Identify prospects within their target niche, aggregating thousands of data points per lead
- Prioritize prospects based on their predicted likelihood of converting using F-Score, a score unique to each advisor and prospect pair
- Automate the outreach and meeting scheduling with their high priority prospects
In essence, FINNY does all the rote work for the advisors, letting them focus on what actually matters: the client relationship.
Pricing
Founders & team
Eden Ovadia
Founder/CEOEden is the Co-founder and CEO of FINNY. She studied Software Eng. at McGill University with a focus on ML. Prior to starting FINNY, Eden was at BCG where she worked in Private Equity & Financial Services.
Theodore Janson
Founder/CTOTheo is the co-founder and CTO at FINNY. Before FINNY, Theo worked as an applied ML engineer in an early Fintech startup, leading the development of statistical models and LLMs for automated financial analysis. He has also held research roles in LLM explainability and particle physics. Theo has degrees in electrical engineering and CS from Ecole Polytechnique (X) and McGill University.
Victoria Toli
FounderVictoria is the co-founder and CPO of FINNY, an AI-driven growth engine for financial advisors. Before FINNY, she was a Product Manager at Uber, where she led growth and international expansion for Uber One. She holds a BS in Symbolic Systems, Artificial Intelligence from Stanford. Victoria grew up in Athens, Greece.
Founded 2024 · Source
News & product activity
Sources & observations
Maturity: Launched · 4 of 6 areas documented
Source-based assessment · automated evidence rules
The company website offers product access through a trial, free start, app download, purchase, or onboarding with existing-account login. Customer adoption is not established by this evidence.
Company website: home Checked 2026-10-29 · Company website: home Checked 2026-10-29
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Maturity is an evidence-based assessment, not a success rating. It may understate the current stage where evidence is limited. Coverage records documented areas, not a complete or independently audited company history.
- Product overviewSource description Checked 2026-11-08
- Product visualsNot documented
- Founders & originsTeam information
- Business model & pricingPricing page detected on company website; plans not reviewed Checked 2026-11-11
- Funding & ownershipNot documented
- Dated milestonesDated source activity: 2024 Q3 (quarter only)





