Finny Raises $4.3M to Transform How Financial Advisors Find Clients with AI

Financial advisors have long faced a significant challenge: expanding their client base in a way that is efficient and effective. The tools they currently rely on, such as LinkedIn, ZoomInfo, and Pitchbook, are generalist platforms that do not meet the specific needs of the financial sector. Advisors end up spending up to 60 hours just to convert a single client, which makes organic growth a daunting and exhausting task. This problem, however, also presented an opportunity that Eden Ovadia, a former consultant at Boston Consulting Group, recognized while being recruited for a top role at one of the largest financial advisory firms in the U.S. Despite the appealing offer, Eden saw a deeper issue at play: the lack of tailored prospecting tools in an industry that was on the brink of seism