Growth is the number one priority for all Financial Advisors. However, the organic growth process is highly inefficient and full of noise. Advisors often waste hours building prospect lists by aggregating information across horizontal solutions like Linkedin, ZoomInfo, Pitchbook, qualifying these leads, setting up meetings, and spending time on unqualified prospects. Advisors spend an average of 58 hours on business development for every 1 new client converted, and have <1% conversion rates. Due to the time-intensive nature of organic growth, advisors often turn to inorganic avenues for growing, via M&A, despite those being far less capital efficient. 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, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In short, FINNY is the one-stop shop for advisors when growing their book of business, starting by solving prospecting. FINNY launched paid pilots in May to select RIAs, and our waitlist grew to 30 firms in under one month.
Theo is the co-founder and CTO at FINNY. Theo holds a Master's degree in Artificial Intelligence from Ecole Polytechnique, Paris, and a bachelor's degree in Electrical Engineering and Math from McGill University. During his studies, Theo held research roles in high-energy physics and explainable Machine Learning. Prior to starting FINNY, he led a team of machine learning engineers developing tools for financial institutions at an early Fintech startup.
Eden is the Co-founder and CEO of FINNY. Eden, like all her co-founders, is a software engineer. She studied at McGill University with a focus on Machine Learning. Prior to starting FINNY, Eden was at BCG where she worked across the Financial Institutions, Private Equity and Tech practices. Eden left BCG to start FINNY AI, combining her love for tech with the goal of modernizing wealth management to the address diverse and evolving distribution of wealth.
Victoria 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 Membership Growth for Uber's subscription product, Uber One. She graduated from Stanford in 2020, with a BS in Symbolic Systems, Artificial Intelligence. Prior to coming to the US for college, Victoria grew up in Athens, Greece.
Hey everyone, we are Theo, Eden, and Victoria — the founders of FINNY. We help independent financial advisors find and convert new clients, using AI.
If you’re confused as to why the three of us are so excited about building for financial advisors, keep reading.
🏦The Sales Whisperer
Eden was most recently at BCG NYC, where she primarily worked in the Tech, Financial Institutions & Private Equity practices. She holds a BEng in Software Engineering from McGill (ML focus).
👾The Model Man
Theo worked as a ML engineer at an early Fintech startup and AI researcher in Explainable ML. He holds a BEng in EE and Math from McGill and MS in AI from Ecole Polytechnique, Paris.
👩🏼🎨The Visionary
Victoria came from Uber, where she led membership growth for Uber One as a Product Manager. She holds a BS from Stanford in Symbolic Systems (AI focus).
Financial advisors manage >$100T in assets globally. Yet, bringing on new clients is highly inefficient. Their best bet is to repurpose horizontal solutions - like Linkedin, ZoomInfo, and Pitchbook - to create long and noisy prospect lists. However, without a proper way to qualify these leads or even reach their particular niche at scale, advisors end up spending an average of 58 hours going after the wrong, often unqualified prospects before converting one new client.
FINNY is reimagining organic growth for financial advisors with AI. Our first product, a multi-channel Sales agent, allows users to sit back and relax while it goes “out in the wild” (aka our massive database of high-net-worth individuals) and prospects for them. It’s like your intern, except it’s always on, running in the background.
FINNY’s goal is for advisors to wake up in the morning to meetings with prospects on their calendars, entirely booked by FINNY. Our value proposition is three-fold:
Prospect identification:
Prospect prioritization:
Prospect outreach & engagement:
In just 3 months, we have:
If you ever thought about working with a financial advisor, evaluated one, currently work with one (or want to get matched with one 😉), we’d love to talk to you. Book 15 min with us here. If you’re in SF, we’ll buy you a coffee. If not, let’s call it an IOU.