client-acquisition
(2)
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.