YC-backed Finny is using AI to match financial advisors with prospects [Yahoo! Finance]
ZoomInfo Technologies Inc. (ZI)
Company Research
Source: Yahoo! Finance
Often, the only way to find a good prospect is to tap your network for warm intros, or trawl platforms like LinkedIn, Pitchbook or ZoomInfo in hopes of landing a meeting, which may or may not convert. Eden Ovadia says she learned that when she was working at Boston Consulting Group, helping big financial institutions with their growth strategies: "[Financial advisors] have no way to qualify these leads or reach their particular niche at scale, with the result that they spend an average of 58 hours going after unqualified prospects before converting a single one," she told TechCrunch in an interview. The problem's apparently even worse for independent advisors, who often don't have a big team doing outreach or finding qualified leads. Ovadia saw an opportunity there, and with the help of her two co-founders, Victoria Toli and Theo Janson, started Finny with a simple goal: To build an AI agent that could match advisors with prospects who meet their search criteria. After a financi
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ZI
News
- ZoomInfo Named To Newsweek's 2025 Excellence 1000 Index [Yahoo! Finance]Yahoo! Finance
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- Risepoint Recognized by Comparably for 2024 Best CEOs and Best Company Culture [Yahoo! Finance]Yahoo! Finance
- ZoomInfo Earns 138 No. 1 Rankings in G2's Winter 2025 Reports [Yahoo! Finance]Yahoo! Finance
ZI
Earnings
- 11/12/24 - Beat
ZI
Sec Filings
- 12/20/24 - Form 10-K/A
- 12/5/24 - Form 4
- 12/5/24 - Form 4
- ZI's page on the SEC website