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FINNY AI
AI client-growth tools for financial advisors
finny.com (opens in a new tab)More than 1,000 firms across wealth management use FINNY to grow their advisory practices. Its AI tools help an advisor find prospective clients they are well placed to serve, reach out to them and keep them over time. The problem it targets is one of connection: good financial guidance is hard to get not because advisors are scarce, but because people struggle to find the right one when they need it. FINNY took first place at both the Morningstar Fintech Showcase and the 2025 Wealthies, and its business model is self-serve. The company is based in Chelsea, New York, and works where data and AI meet everyday wealth services.
3open rolesProduct, GTM, Sales, Marketing, BizOps, Data, and Chief of Staff
RoleEst. Compensation
$130k–$150k
$140k–$170k