Tag: FINNY

FINNY and Osaic Expand AI Prospecting Across National Advisor Network

January 30, 2026

As wealth management firms look for scalable ways to drive organic growth, artificial intelligence is becoming a critical tool for modern advisor prospecting and engagement.

FINNY Closes $17 Million Series a Funding Round

December 19, 2025

Led by Venrock, round follows FINNY’s $4.3 million seed raise in 2024 and will fuel the platform’s meteoric growth since launch FINNY AI Inc. (“FINNY”),

FINNY Launches Multi-Channel Campaigns and LinkedIn Actions for Automated Outreach

August 7, 2025

New features make FINNY the only platform purpose-built for multi-channel prospecting in wealth management, giving advisors tools to personalize and scale their outreach with ease

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Tag: FINNY

FINNY and Osaic Expand AI Prospecting Across National Advisor Network

FINNY Closes $17 Million Series a Funding Round

FINNY Launches Multi-Channel Campaigns and LinkedIn Actions for Automated Outreach

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