FINNY, a leading AI-powered platform connecting financial advisors with the right clients, today announced it has raised $17 million in Series A funding. The round was led by Venrock, with participation from Activant, Altruist’s Jason Wenk, and continued support from Y Combinator, Maple VC, and Crossbeam Ventures.

Founded less than two years ago, FINNY addresses a critical challenge in wealth management: while financial advisors play a vital role in helping Americans plan for retirement, navigate life transitions, and make informed financial decisions, most spend the majority of their time finding clients rather than serving them. The average advisor spends nearly 60 hours on outreach before converting a single prospect.

FINNY’s proprietary platform solves this problem by combining data intelligence with automated outreach. The platform aggregates thousands of data points per prospect — including money-in-motion signals like home purchases, job changes, and business exits — and matches them to the right advisor using FINNY’s F-Score algorithm. FINNY then automates personalized outreach, follow-ups, and meeting scheduling, allowing advisors to focus on delivering financial guidance.