FINNY AI

We're pumped to welcome Joseph Ortiz to the FINNY team as our new Head of People & Talent! Joe brings a wealth of experience in building and developing teams, and we're thrilled to have him on board to strengthen, shape, and grow ours.

Wishing good luck to all people today. But planning for luck only gets you delay. So let's all shift our fins, and chase our own wins, and swim to where opportunities lay. #StPatsDay #fintech #FinancialPlanning

Today's advisor spotlight features Thomas Manetta, who shares what motivates him as a financial advisor.

FINNY believes that AI can help build human connections, and behind every application of our tech is a person with a mission. These are the faces of FINNY.

It's almost time for Orion Ascent in San Diego! FINNY will be there and we'd love to set up a meeting to show you how we are accelerating organic growth for financial advisors. #orionascent #fintech #FinancialPlanning

Silicon Valley gets all the Series A funding. But have you seen what’s being built in New York? Here are the companies I’m closely watching …make sure to keep your eye on them: @TennrOfficial – AI automation for healthcare referral workflows processing 10M+ documents/month @outtake_ai – Agentic AI that detects and removes phishing attacks and identity fraud @ModelML_ – AI that generates pitch decks and investment memos in under 3 minutes @Traba_Work – Labor marketplace for light industrial temp workers with 95%+ fill rates @FINNYAI – AI prospecting platform for financial advisors with automated outreach @flip_cx – Voice AI automating 90%+ of customer service calls @retirable – Retirement planning platform with fiduciary advisors for middle-income retirees @tidalwave_ai – AI mortgage platform with instant pre-approvals via Fannie Mae/Freddie Mac @hifortunahealth – Medicaid enrollment platform reducing coverage churn by 15% @warpdotdev – AI-powered terminal for modern software development workflows @draftwiselegal – Contract intelligence platform using firm precedent and AI @ExtendHQ – Extended warranty platform resolving 98% of claims in 90 seconds @rallyuxr – User research CRM automating recruitment and scheduling @crosbylegal– AI law firm reviewing contracts in under an hour @AmbrookAg – Farm accounting software with Schedule F integration Let me know if I’m missing any!

We're headed back to @FutureProof_HQ Citywide in Miami - with an opportunity you won't want to miss. Stay tuned for details. #futureproof #miami #futureproofcitywide #FinancialPlanning

Forbes article here: forbes.com/sites/martinac… Blog post here: finny.com/blog/finny-rai…

FINNY has raised $17M Series A led by @Venrock. We're building the organic growth engine for financial advisors - helping them find the right clients at the right time, with the right message. 400+ firms. 50x growth. Just getting started.

@leveredvlad Henry AI is solving this problem for real estate

We do need a Cursor for Slides. No serious person in finance or consulting would use Gamma for any client deliverables.

Artificial intelligence-powered prospecting and marketing tool @FINNYAI received a big boost this week as @Downtown became an investor and advisory board member. #ai #tech #prospecting bit.ly/4bM0L9i

Ritik Malhotra, CEO of @SavvyWealthInc, and Eden Ovadia, CEO of @FINNYAI, told advisors at the #FutureProof Citywide conference in #Miami that marketing, administrative tasks, and tailored client communications are prime areas for AI disruption. spr.ly/60160cq96

In the first edition of #AdvisorTech this year: @orionwealthtech Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal: kitc.es/4fHhzyH And other news: -SEI has acquired LifeYield -@Range_finance has raised $28M -@FINNYAI has raised $4.2M

YC-backed Finny is using AI to match financial advisors with prospects tcrn.ch/49z13j1

First up: @FINNYAI - an ai prospecting tool! You can use it to search for prospects but by using your own language (ex. Finny find me business owners that do a, b, and c). Ngl a google tool that finds me prospects based on whatever specifics I have in my head is fascinating

2/9 @FinnyAI is turbocharging prospecting! Their AI tracks 300M prospects, spots life events, and uses an F-score to find hot leads. Result? 2-4 qualified meetings/month landing in advisors’ calendars. #AIProspecting

A staggering 91% of financial services companies are now either evaluating or actively using AI. By leveraging AI, FINNY significantly reduces the time advisors spend on finding qualified prospects. blogs.nvidia.com/blog/ai-in-fin…

The recent webinar "Beyond the hype – exploring the real-world use cases for AI in financial services" highlights AI's transformative impact in finance. This is where FINNY makes its mark! View our bio to learn more. fintechfutures.com/2024/01/video-…