Tag: Finny
FINNY partners with Osaic to expand AI prospecting for advisors
FINNY, an AI-powered prospecting and marketing platform built for financial advisors, has formed a new relationship with Osaic, a major provider of wealth management...
FINNY raises $17m series A to scale AI prospecting platform
FINNY AI Inc., an AI-powered prospecting and marketing platform built specifically for financial advisors, has closed a $17m series A funding round to accelerate its rapid growth and product expansion across the wealth management industry.
WealthTech platform FINNY secures backing from Josh Brown
FINNY, an AI-powered prospecting and marketing platform designed for financial advisors, has received a personal investment from Ritholtz Wealth Management CEO Josh Brown, who has also joined its advisory board.
Finny bags $4.3m in seed funding to transform financial advisory with...
Finny, a New York City-based FinTech startup, has successfully closed a $4.3m seed funding round.
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