COMPANY PROFILE / #1422
FINNY
New York, NYVenture Capital-Backed
OVERVIEW
Developer of a client acquisition platform designed to improve client relationship management and streamline the onboarding process. The company's platform utilizes artificial intelligence to analyze data and identify potential clients who are likely to need financial advice and automates the process of screening candidates, enabling financial advisors to enhance their client engagement strategies and operations.
已融资21.80
最新估值155.00
员工数28
成立年份2023
公司概况
- Companies
- FINNY
- Description
- Developer of a client acquisition platform designed to improve client relationship management and streamline the onboarding process. The company's platform utilizes artificial intelligence to analyze data and identify potential clients who are likely to need financial advice and automates the process of screening candidates, enabling financial advisors to enhance their client engagement strategies and operations.
- Website
- www.finny.com
- HQ Location
- New York, NY
- Year Founded
- 2023
- Keywords
- advisor support service, data aggregation, engagement automation, financial advisory, lead generation, prospecting service
- Competitors
- —
- Ownership Status
- Privately Held (backing)
- Company Financing Status
- Venture Capital-Backed
融资与估值
- Total Raised
- 21.80
- First Financing Date
- 01-Jan-2024
- First Financing Size
- 0.50
- First Financing Valuation
- —
- Last Financing Date
- 18-Dec-2025
- Last Financing Deal Type
- Early Stage VC
- Last Financing Size
- 17.00
- Last Financing Valuation
- 155.00
- Last Financing Status
- Completed
- Last Known Valuation
- 155.00
- Last Known Valuation Date
- 18-Dec-2025
- Last Known Valuation Deal Type
- Early Stage VC
- Valuation Estimate
- 245.58
- Valuation Estimate Growth Rate
- 58.44%
- Active Investors
- Activant Capital, Altruist, Breakpoint Capital, Dan Westgarth, Gallery Ventures, HNVR Technology Investment Management, Jason Wenk, Joshua Brown, Kunal Kapoor, Liquid 2 Ventures, Maple VC, Merchant Investment Management, Restive Ventures, Sparkwave Capital, Tomer London, Venrock, William McNabb, Y Combinator
- # Active Investors
- 18
- Acquirers
- —
团队与联系人
- Employees
- 28
- Employee Growth %
- 300.00%
- Employee History
- 2025: 28, 2024: 7
- Primary Contact
- Theodore Janson
- Primary Contact Title
- Co-Founder & Chief Technology Officer
- Primary Contact Email
- theo@finny.com
- Primary Contact Phone
- —
增长与经营
- Revenue
- —
- Revenue Growth %
- —
- Growth Rate
- 2.12%
- Growth Rate % Change
- —
- Growth Rate Percentile
- 99
- Size Multiple
- 7.96x
- Size Multiple % Change
- 0.00%
- Size Multiple Change
- 0.00x
- Size Multiple Percentile
- 90
- Majestic Referring Domains
- 207
- SimilarWeb Unique Visitors
- 6,281
- SimilarWeb Unique Visitors Change
- 691
- SimilarWeb Growth Rate
- —
- SimilarWeb Growth Rate Percentile
- —
- Success Probability Over Time – 1 Year
- 3%
- Success Probability Over Time – 3 Year
- 11%
- Success Probability Over Time – 5 Year
- 28%
记录来源：public.companies · 原始序号 #1422 · 所有字段均按数据库原值展示。