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Renowned podcaster, author, CNBC contributor and wealth management leader backs FINNY as it scales artificial intelligence (AI)-powered prospecting, advances mission to bridge the gap between wealth and the professionals serving it
Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors
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FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced that “Downtown” Josh Brown, chief executive officer (CEO) of Ritholtz Wealth Management, has personally invested in the company and joined its advisory board. In this capacity, Brown will provide insights that help steer FINNY’s product roadmap, supporting continuous improvements to meet the evolving prospecting and marketing needs of financial advisors.
“FINNY is solving the biggest challenge advisors face today: finding and connecting with the right clients,” said Brown. “Advisors are great at building relationships, but they don’t have the time—or the right tools—to consistently find new prospects. They don’t want to sit around cold-calling or sifting through generic databases and spreadsheets. FINNY changes that. It’s smart, automated and actually built for how advisors work today. I’m pumped to help Eden and the team take this to the next level.”
Brown joins an advisory board that includes industry heavyweights such as Arun Anur, chief operating officer at wealthtech juggernaut Orion. Known for his unfiltered, straight-talking approach to financial advice and industry trends, Brown has built one of the most recognizable personal brands in wealth management, leveraging his TV appearances, podcasts, books and digital platforms to connect with advisors and investors alike. His insights will be instrumental in guiding FINNY’s continued innovation, cementing the platform’s position as the go-to solution for organic advisor growth.
"From our first conversation, Josh and I immediately clicked because we both recognized a fundamental truth: organic growth is the single biggest challenge for financial advisors, and the tools available today simply aren’t built for their needs,” said Eden Ovadia, FINNY co-founder and CEO, who was recently named one of WealthManagement.com’s “Ten to Watch in 2025.” “Josh is more than just an advisor; he’s known as a visionary in the space and has been involved in the early stages of some of wealth management’s biggest ventures. I am incredibly excited to work with Josh to bring FINNY to the next level, and keep building towards our vision of supercharging organic growth for advisors.”
This latest announcement comes on the heels of FINNY’s recently announced $4.3 million seed round, co-led by Maple VC and HNVR, with participation from investors such as Morningstar CEO Kunal Kapoor and Deel COO Dan Westgarth. The funding has fueled further product innovation and adoption, reinforcing FINNY’s position as one of the fastest-growing AI-driven platforms in wealth management. By automating and optimizing the entire prospecting process, FINNY enables advisors to identify high-intent leads based on thousands of data points, including liquidity events, career changes and other money-in-motion signals. Its proprietary “F-Score” matching engine helps ensure that advisors only engage with the most relevant prospects, drastically improving conversion rates. The platform recently rolled out Personalized Feeds and Campaigns, two major innovations that redefine outbound engagement:
- Custom Feed: Empowers advisors to create hyper-targeted, personalized lists of prospects based on attributes such as location, industry, employment type, political affiliation, personal interests and more.
- Campaigns: Allows advisors to automate hyper-personalized email sequences at scale with just a simple prompt and audience selection. The platform also includes a compliance review step, helping advisors align with regulatory requirements before outreach.
“The largest wealth transfer in history is underway, and advisors can’t afford to rely on outdated tools. FINNY is making it easier for advisors to find and engage their ideal clients using AI-driven insights and best practices that actually work,” said Victoria Toli, co-founder and President/Chief Product Officer of FINNY. “Josh and his team have built one of the most forward-thinking firms in wealth management by understanding how to connect with investors authentically. His support is a huge endorsement of our mission, and we’re thrilled to have him in our corner.”
For more information about FINNY or to book a demo, visit www.finnyai.com. Attendees of Future Proof Citywide in Miami can also catch Ovadia speaking on the panel “The Future of Advice: Blending Human Expertise with Digital Innovation” on March 17 at 3:20pm ET.
About FINNY
FINNY is the AI-powered prospecting and marketing platform built exclusively for financial advisors. By leveraging advanced data intelligence and automation, FINNY helps advisors identify, prioritize and engage high-intent prospects effortlessly—removing the guesswork from client acquisition. With a proprietary database of millions of records, a predictive F-Score matching engine and automated outreach tools, FINNY helps ensure that prospecting is targeted, scalable and seamlessly integrated into an advisor’s workflow. Backed by top fintech investors and recognized as Best of Show at the 2024 Morningstar Annual Fintech Showcase, FINNY is redefining organic growth for financial advisors.
Visit www.finnyai.com to learn more.
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