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YC-backed Finny is using AI to match financial advisors with prospects
Financial advisors have a big hurdle when it comes to finding new clients: Cold outreach rarely works. Often, the only way to find a good prospect is to
Often, the only way to find a good prospect is to tap your network for warm intros, or trawl platforms like LinkedIn, Pitchbook or ZoomInfo in hopes of landing a meeting, which may or may not convert. Ovadia saw an opportunity there, and with the help of her two co-founders, Victoria Toli and Theo Janson, started Finny with a simple goal: To build an AI agent that could match advisors with prospects who meet their search criteria. The company launched an MVP in May 2024 and has now raised $4.2 million in a seed round co-led by Maple VC and HNVR, with participation from Crossbeam Ventures, Liquid 2, and Y Combinator.
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