FINNY AI, an artificial intelligence-powered development and marketing platform for financial advisors, has introduced Hunter, an engine designed to automate strategy, content creation, and campaign execution for advisors.
Hunter makes FINNY’s recent $17 million Series A funding round And it aims to transform the existing platform from a tool operated by advisors to an intelligent partner that operates on their behalf. The system learns each advisor’s value proposition, niche and differentiators to craft personalized marketing strategies.
“This is something we planned to build two years ago,” said eden ovadiaCo-Founder and CEO of FINNY. “But the underlying technology we needed wasn’t mature enough to do that.”
So, the startup focused on building a suite of development tools, which has won it several industry awards, including 2025. money management Industry Award in the category of AI Marketing and Lead Generation Technology Providers.
Hunter’s purpose, he said, is to act as an advisor’s always-on marketing and sales associate who is monitoring news, website visitors, client and prospect life events, and past campaign performance (whether found on FINNY or on their website or in their CRM) to proactively find opportunities for advisors to grow their AUM.
“Until now, we have found that the best advisors on and using FINNY were already all-star marketers, and were able to learn quickly to get the most out of our platform, but now Hunter is going to serve them as their marketing all-star, and any advisor can now adapt it to their use very easily,” she said.
The idea is that Hunter will help eliminate the need for built-in advisor marketing expertise by suggesting, guiding and implementing campaigns across channels, creating personalized outreach and marketing content, including blog posts, LinkedIn content and website copy, while refining their approach based on advisor-specific context.
Victoria Tolli, Co-Founder and President of FINNYA prepared statement reads that while Hunter represents the company’s first step into autonomous agents, it has intentionally designed it from the start with a core set of marketing skills that will help it move toward a fully autonomous sales and marketing agent capable of handling everything a human team can do.
In an interview, former Vanguard CEO bill mcnabbJoe, who is both an investor in FINNY and a member of its board, said these capabilities and the startup’s focus on addressing the very difficult problem of organic growth for advisors make it special.
“They are in the growth space, one of the few, and they are building a platform that drives growth – but the right kind of growth – matching advisors with the right clients,” McNabb said.
“This is a sector that is very hungry for these kinds of solutions,” he said, adding that while the industry has seen considerable growth in M&A activity over the past few years, there has been little success in terms of organic growth within companies.
“I think talent trumps strategy all day long and supporting the right people gets you better results,” McNabb said, referring to FINNY’s three founders, “their engineering mindset” and the team that has grown since their inception in 30 years.
“If you’re a $1 billion (AUM) advisor and want to grow appropriately, it’s very difficult. FINNY will give you the right tools and connect you with the right people,” McNabb said.
Hunter is currently available to FINNY Product Advisory Board members, with a rollout planned throughout April. There will be no additional cost for FINNY users or new customers to Hunter.