FINNY
PrivateLast Round
Series A
Dec 18, 2025
Est. Valuation
$150M
Total Funding Raised
$21.8M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
FINNY operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series A round in December 2025.
FINNY is a fintech company that provides an AI-powered prospecting and marketing platform designed to help financial advisors automate client acquisition and practice growth.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Investment Platforms
Business Model
B2B
Customer Profile
Subscription SaaS, Revenue Share
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
FINNY Comparables
Compare FINNY with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Kapitalwise Inc. | 76% | |
| Broadridge Financial Solutions | 74% | |
| LeadCenter AI | 72% |
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FINNY Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Dec 18, 2025 | ||||
| Seed | Dec 11, 2024 | ||||
| Accelerator | Feb 1, 2024 |
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FINNY Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Hanover Capital | Seed |
| Gallery Ventures | Series A, Accelerator, Seed |
| Crossbeam Venture Partners | Series A, Seed |
| Activant Capital | Series A |
| Y Combinator | Series A, Seed, Accelerator |
| Hanover | Seed |
| Venrock | Series A |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 1, 2026
Open roles increased to 27, 69% of headcount.
- Oct 19, 2026
Open roles increased from 0 to 26, representing 67% of headcount.
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Recent news
Latest coverage and updates
- launchesOct 27, 2026
FINNY AI Inc. launches an MCP connector that brings its AI-powered growth intelligence, campaign insights and prospecting tools into Claude on Oct 27th '26.
- receives_awardOct 22, 2026
FINNY AI Inc. wins back-to-back Wealth Management Industry Awards in 2025 and 2026, among other industry accolades.
- partners_withOct 22, 2026
On Oct 22nd '26, FINNY AI Inc. partners with Visionary Square to help financial advisors identify business opportunities and accelerate organic growth, with Visionary Square covering subscription costs for partner firms so advisors access AI-powered prospecting tools.
- launchesAug 17, 2026
FINNY AI Inc. launched Pay-as-You-Grow pricing for advisors on Aug 17th '26.
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FINNY Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about FINNY's valuation, stock price, and market status.
Is FINNY a public or private company?
FINNY is a private company.
What is the current stock price of FINNY?
FINNY is a private company, so its shares have no public market price. Caplight tracks FINNY's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is FINNY worth (valuation)?
FINNY's valuation is estimated at $150.0M based on funding round data.
Can I buy FINNY stock?
FINNY shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was FINNY's last funding round?
FINNY's most recent funding round was Series A on December 18, 2025.
Who are the main investors in FINNY?
Key investors in FINNY include Hanover Capital, Y Combinator, Hanover, Venrock, Maple VC.
Will FINNY IPO soon?
No public IPO plans have been announced for FINNY.
How can I track FINNY secondary market activity?
Caplight tracks bids, offers, and trades in FINNY's shares on secondary markets.