FINNY builds software for financial advisors that identifies prospects, generates content, and automates outreach. Its site highlights an F-Score for finding people when money is in motion, including home purchases, job changes, inheritance, retirement, business sales, and divorce. The company says it is backed by Y Combinator and has won awards for marketing and lead generation.
Identify high-conversion prospects based on data analysis; Automate outreach and follow-ups for financial advisors; Track life events to time outreach effectively; Rank prospects using FINNY Score for prioritization; Generate personalized outreach messages based on research
Recognized as a Wealthies 2025 Winner for best Marketing and Lead Generation; Awarded Best in Show at the Annual Fintech Showcase; Backed by YCombinator