AI-driven prospecting and marketing platform FINNY AI has secured a strategic investment from Josh Brown, CEO of Ritholtz Wealth Management, who is also joining the company’s advisory board. Brown’s expertise in financial services and digital engagement will help guide FINNY’s product roadmap as it continues its rapid expansion.
Brown stated that FINNY is addressing a critical issue for financial advisors: finding and connecting with the right clients efficiently. He emphasized that traditional prospecting methods are outdated and that FINNY’s AI-driven automation provides a scalable, intelligent solution tailored to advisors’ workflows.
This announcement follows FINNY’s recent $4.3 million seed round, co-led by Maple VC and HNVR, with participation from industry leaders like Morningstar CEO Kunal Kapoor.
