FINNY AI
Summer 2024The OS for independent financial advisors
About Company
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship.
Active Founders
Eden is the Co-founder and CEO of FINNY. She studied Software Eng. at McGill University with a focus on ML. Prior to starting FINNY, Eden was at BCG where she worked in Private Equity & Financial Services.
Theo is the co-founder and CTO at FINNY. Before FINNY, Theo worked as an applied ML engineer in an early Fintech startup, leading the development of statistical models and LLMs for automated financial analysis. He has also held research roles in LLM explainability and particle physics. Theo has degrees in electrical engineering and CS from Ecole Polytechnique (X) and McGill University.
Victoria is the co-founder and CPO of FINNY, an AI-driven growth engine for financial advisors. Before FINNY, she was a Product Manager at Uber, where she led growth and international expansion for Uber One. She holds a BS in Symbolic Systems, Artificial Intelligence from Stanford. Victoria grew up in Athens, Greece.