FINNY
PrivateLast Round
Series A
Dec 18, 2025
Est. Valuation
$150M
Total Funding Raised
$21.8M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
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
Personal Finance, Investment Platforms, Wealth Management, Digital Banking
Business Model
B2B
Customer Profile
Subscription SaaS, Revenue Share
AI Layer
Application
Keywords
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 |
|---|---|---|
| Parthean | 64% | |
| SmartAsset | 54% | |
| Datalign Advisory | 54% |
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 |
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 |
Market signals
Structured signals derived from secondary market and firmographic data.
- Dec 19, 2025
Achieved 50x revenue growth since January 2025.
- Dec 18, 2025
$17M round led by Venrock.
Recent news
Latest coverage and updates
- launchesAug 17, 2026
FINNY AI Inc. launched Pay-as-You-Grow pricing for advisors on Aug 17th '26.
- partners_withJul 13, 2026
FINNY partners with Mercer Advisors Inc..
- launchesJul 13, 2026
FINNY launches enterprise AI growth platform.
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.
Request accessFrequently 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 with no public stock price. No recent secondary market data is available.
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. Visit https://www.caplight.com to learn more.
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, 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 for private companies. Visit https://www.caplight.com to monitor FINNY's secondary market activity and sign up for updates.