It’s rare when an early-stage B2B startup sees explosive organic growth out of the gate, with 80%+ of customers coming from inbound demand, close rates of 70%+ and sales cycles of 1-2 days. These are signs of exceptional product value, and that’s what FINNY, an AI-driven prospecting platform for wealth management, has delivered with its initial product.
FINNY enables financial advisors to find and engage potential clients who are the best fit for their practices and most likely to convert. And it delivers big: since its launch, FINNY has generated $7.7M in new client assets per advisor annually, which is a big number relative to the product’s low cost. At a 1% annual fee, this translates into $77K in high margin revenue per advisor annually for 20+ years.
Scalable organic growth is the holy grail of the wealth management industry, something that every advisor seeks and few experience. Existing growth methods are painful because they are either incredibly expensive (custodial referrals) or incredibly time consuming (traditional lead gen). The result is an industry that struggles significantly with growth. FINNY brings scalable organic growth to financial advisors by enabling them to reach out to high-conversion targets in a customized yet highly automated, continually optimized way. A few hours of setup launches a campaign that puts high-value prospects on an advisor’s calendar.
The kind of success FINNY has seen is only possible with an exceptional team. FINNY’s founders – Eden Ovadia, Victoria Toli and Theo Janson – are AI engineers who combine deep domain expertise in wealth management, top Silicon Valley product experience and an ability to execute very rapidly. They have already won every major award in their industry – the 2025 Wealthies, the 2025 Morningstar Fintech Annual Showcase, the 2025 Datos Impact Awards, the ThinkAdvisor Luminaries Awards – and were recently named part of the Forbes 2026 list of 30 Under 30. They have emerged as clear thought leaders in the industry on how to accelerate organic growth.
It’s a privilege and a lot of fun to work with the team. FINNY is our seventh investment in wealth management, where we continue to see big opportunities for new technology companies. In the emerging AI-driven technology stack for financial advisors, FINNY is a must-have component whose significance will grow meaningfully over time. Watch for significant announcements from FINNY in the year ahead.