When was Finny founded?

Finny was founded in 2023 and raised its 1st funding round 1 year after it was founded.

Where is Finny located?

Finny is headquartered in New York City, United States.

Who is the current CEO of Finny?

Eden Ovadia, MB Michael Brady, Eden Ovadia, JB Josh Brown, CI Craig Iskowitz and KK Kunal Kapoor s of Finny. Eden Ovadia has also founded 1 company.

How many employees does Finny have?

As of Mar 31, 2026, the latest employee count at Finny is 38.

Is Finny a funded company?

Finny is a funded company, having raised a total of $21.8M across 3 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Jul 2024.

When was the latest funding round of Finny?

Finny's latest funding was a $***** Series A round on Dec 18, 2025, with participation from 6 investors. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $4.05B in funding in 2026 to date.

Where does Finny rank among its competitors?

Finny ranks 30th amongst 724 active competitors, of which 108 are funded. It stands 7th in terms of total funding among its competitors. The most recent competitor to raise funding was Finny, which secured $17M in Dec, 2025.

Who are the top competitors of Finny?

Finny's top competitors include Addepar, Broadridge and SEI. Among them, Finny secured the most recent funding round in December, 2025.

Finny - 2026 Company Profile, Team, Funding & Competitors

Finny is a series A company based in New York City (United States), founded in 2023 by Finny Mathew, Victoria Toli, Eden Ovadia, Theodore Janson and Victoria Toli. It operates as a Platform for financial advisors. Finny has raised $21.8M in funding from investors like Y Combinator, Venrock and Maple VC. The company has 724 active competitors, including 108 funded and 105 that have exited. Its top competitors include companies like Addepar, Broadridge and SEI.

Company Details

Platform for financial advisors. It enables advisors to identify prospects within their target niche, by aggregating thousands of data points per lead and constantly monitoring life events and liquidation events that serve as catalysts for a given prospect. It also prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair. selects the optimal channel for the specific prospect, handles follow-ups, and notifies advisors once a meeting is booked with an interested prospect.

Key Metrics

Founded Year

2023

Location

New York City, United States

Stage

Series A

Total Funding

$21.8M in 3 rounds

Latest Funding Round

Series A, Dec 18, 2025, $*****

Investors

Y Combinator & 12 more

Ranked

30^th among 724 active competitors

Employee Count

38 as on Mar 31, 2026

Similar Companies

Addepar & 785 more

View Finny's full profile

Finny has raised a total funding of $21.8M over 3 rounds. Its first funding round was on Jul 2024. Its latest funding round was a Series A round on Dec 18, 2025 for $*****. 6 investors participated in its latest round. Finny has 8 institutional investors and 5 angel investors.

Here is the list of recent funding rounds of Finny:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Dec 18, 2025	7242502	Series A	3694253	2071186	5380248	4920778
Dec 11, 2024	8028172	Seed	9112466	5747342	1921376	Crossbeam & 4 more
Jul 2024	8840049	Seed	3337679	9475125	Y Combinator	9802816

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View details of Finny's funding rounds and investors

The founders of Finny are Finny Mathew, Victoria Toli, Eden Ovadia, Theodore Janson and Victoria Toli. Eden Ovadia is the CEO of Finny.

Here are the details of Finny's key team members:

Finny Mathew: Founder & Owner of Finny.
Victoria Toli: Co-Founder & President of Finny and founder of 1 other company.
Contact Info: 2 email addresses
Eden Ovadia: Co-Founder & CEO of Finny and founder of 1 other company.
Contact Info: 2 email addresses
Theodore Janson: Co-Founder & CTO of Finny.
Contact Info: 1 email address
Victoria Toli: Co-Founder of Finny.
Contact Info: 1 email address

View details of Finny's Founder profiles and Board Members

Finny's employee count trend

Finny has 38 employees as of Mar 26. Here is Finny's employee count trend over the years:

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Top competitors of Finny include Addepar, Broadridge and SEI. Here is the list of Top 10 competitors of Finny, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 58 others	77/100
2nd	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
3rd	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	71/100
4th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	71/100
5th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 17 others	70/100
6th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	Warburg Pincus, BlackRock & 3 others	70/100
7th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.52B	CPP Investments, General Atlantic & 13 others	69/100
8th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family, Play Holdings & 35 others	68/100
9th	Magnifi 2018, New York City (United States), Early Stage	Investment comparison platform	$21.1M	ThirdStream Partners, Portag3 Ventures & 1 others	64/100
10th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
30th	Finny 2023, New York City (United States), Series A	Platform for financial advisors	$21.8M	Liquid 2 Ventures, Venrock & 11 others	56/100