FINNY AI

The organic growth engine for financial advisors

4.0Score#165 of 999 agents#9 of 44 in SDR

Why it ranks #165

FINNY AI, an AI SDR from YC S24, ranks #165 of 999 AI agents and #9 of 44 in SDR, with a score of 4.0 of 10. Data as of 3 Oct 2026.

The score adds four parts, each 0 to 10, by weight. Every point comes from public evidence. How scoring works ·

Proof 0 × 30% 0.0
Scale 7 × 30% 2.1
Momentum 4 × 25% 1.0
Autonomy 6 × 15% 0.9
= 4.0

Proof
Do customers use it? 30% of the score
0
No public claims of customers or revenue yet.
Not found: revenue or growth (+4), named customers (+3), a customer result (+2), a customer count (+2), work done at scale (+2)
Scale
Is there a real company behind it? 30% of the score
7
35 people, raised $17M.
- +5
  35 people on its YC page20 to 49 people
- +2
  Raised $17M (Series A)FINNY closes $17M Series A to help RIAs fight organic growth squeeze - InvestmentNewsSource · 18 Dec 2025
Momentum
Is it shipping and growing now? 25% of the score
4
Shows hiring and funding news.
- +2
  Hiring: 4 open rolesProduct Engineer , Senior Account Executive, Enterprise , Growth Marketing Manager YC page
- +2
  Funding news in the last yearFINNY closes $17M Series A to help RIAs fight organic growth squeeze - InvestmentNewsSource · 18 Dec 2025
Not found: launch YC post in the last 6 months (+3), new traction claim in the last 6 months (+2), a batch in the last year (it is YC Summer 2024) (+1)
Autonomy
How much of the job does it do on its own? 15% of the score
6
Supervised agent: takes actions in other systems; a person approves key steps.
- +6
  Level 2 of 4: Supervised agentTakes actions in other systems; a person approves key steps.
What the model read
- Acts in other systems: 84% likely
- Finishes whole tasks: 15% likely
- Calls itself an agent: 3% likely
Level 2: Takes actions in other systems; a person approves key steps.

About FINNY AI

FINNY is the AI-native organic growth engine for financial advisors, focused on helping them grow their practices Our goal is to empower financial advisors to reach the right potential clients at the right time, with the right message. We are building a world where anyone who wants financial advice can connect with the right advisor, while helping advisors ensure organic growth, the most existential problem advisors face. The organic growth process has historically been highly inefficient and full of noise. Advisors often waste 60+ hours of business development to convert 1 new client.

At FINNY, we are certain we can do better with AI. With our tool, advisors can:

- Identify prospects within their target niche, aggregating thousands of data points per lead

- Prioritize prospects based on their predicted likelihood of converting using F-Score, a score unique to each advisor and prospect pair

- Automate the outreach and meeting scheduling with their high priority prospects

In essence, FINNY does all the rote work for the advisors, letting them focus on what actually matters: the client relationship.