FINNY: WealthTech Platform Gains Investment Backing from Financial Expert Josh Brown

FINNY: WealthTech Platform Gains Investment Backing from Financial Expert Josh Brown

FINNY, an innovative WealthTech platform, has recently gained significant traction with its unique AI-powered prospecting and marketing solutions tailored for financial advisors. The platform has attracted a personal investment from Josh Brown, CEO of Ritholtz Wealth Management, who is also set to join its advisory board.

Recent Funding Highlights for FINNY

This latest investment comes on the heels of FINNY’s successful $4.3 million seed funding round, co-led by Maple VC and HNVR. Notable investors include:

  • Kunal Kapoor, CEO of Morningstar
  • Dan Westgarth, COO of Deel

The funds will be strategically allocated to enhance product innovation and increase the adoption of FINNY’s AI-driven tools within the wealth management sector.

How FINNY Revolutionizes Financial Prospecting

FINNY’s platform is designed to assist financial advisors in optimizing their prospecting processes through advanced artificial intelligence. By analyzing a multitude of data points—such as liquidity events and career transitions—the platform identifies and ranks high-intent leads via its proprietary matching engine known as the “F-Score.” This cutting-edge approach empowers advisors to connect with the most relevant prospects, effectively boosting their efficiency and conversion rates.

Josh Brown’s Enthusiastic Endorsement

Josh Brown has expressed strong support for FINNY’s mission, stating:

“FINNY is solving the biggest challenge advisors face today: finding and connecting with the right clients. Advisors excel at building relationships, but they often lack the time and tools to consistently discover new prospects. FINNY changes that. It’s smart, automated, and tailored to how advisors work today. I’m excited to assist Eden and the team in taking this to the next level.”

Conclusion

As FINNY continues to innovate within the WealthTech space, its AI-driven solutions are set to redefine the prospecting landscape for financial advisors. For more information about FINNY and its offerings, visit their official website.

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