client-acquisition
(3)
FINNY
FINNY is a New York-based AI prospecting and marketing platform built for financial advisors and RIAs. Its proprietary F-Score engine scans hundreds of millions of North American households for 'money-in-motion' signals - job changes, inheritances, home purchases, retirements - to rank and match advisors with high-intent prospects, then automates personalized outreach across email, LinkedIn, and voicemail. Founded in March 2024 by AI engineers Eden Ovadia, Victoria Toli, and Theo Janson, FINNY raised a $17M Series A led by Venrock in December 2025, bringing total funding above $20M.
Cashmere
Cashmere is a Los Angeles-based AI company building a data layer for financial services. It started as an AI-powered client-acquisition platform that helps wealth management firms spot high-net-worth prospects at the moment they experience a wealth-triggering life event - an inheritance, a business sale, a liquidity event - and then matches those prospects with the best-fit advisor and automates personalized outreach. The product has since expanded into resolving fragmented customer records across disconnected banking systems into a single, continuously updated 'golden profile' enriched with internal and external signals. Founded by Farbod Nowzad and Eshan Govil, Cashmere raised a $3.6M seed round led by Canapi Ventures in September 2024 and counts RIAs, banks and wirehouses among its customers.
Farbod Nowzad
Farbod Nowzad is the co-founder and CEO of Cashmere, a Los Angeles fintech building an AI-powered data layer that helps financial institutions and wealth managers turn fragmented customer records into decision-ready intelligence. UC Berkeley's first data science graduate, he cut his teeth on anti-fraud machine learning at Lime and later founded the social audio startup Pludo before launching Cashmere in 2022 with high school friend and CTO Eshan Govil. In September 2024 the company raised a $3.6M seed round led by Canapi Ventures to attack a wealth industry sitting on a $90 trillion generational wealth transfer.