One of the newest financial technology companies in the wealth management space has raised its first round of funding in a bid to disrupt the way advisors source new business.
Client development firm FINNY, launched earlier this year, announced last week the completion of a $4.3 million funding round led by venture capital firms Maple VC and HNVR. Other financial services executives, such as Morningstar CEO Kunal Kapoor and Gusto co-founder Tomer London, also participated in the round.
FINNY is led by Eden Ovadia, who co-founded the firm in January alongside friends Victoria Toli and Theodore Janson. The product officially launched in May, and the trio participated in the YCombinator tech startup accelerator program over the summer (YCombinator also contributed to the seed funding round).