---
title: 'Account Executive at FINNY'
canonical: 'https://feeny.ai/job/account-executive-finny-new-york-ep359g6zdqxr'
type: 'job'
last_seen: '2026-09-11'
---

# Account Executive at FINNY

- **Company:** FINNY
- **Location:** New York, NY
- **Compensation:** $120k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-03-30
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/finny/6e224f57-5343-4d8c-87b9-4d6183704505

## Job description

## About FINNY

[FINNY is a growth](https://urldefense.proofpoint.com/v2/url?u=https-3A__www.finnyai.com_&d=DwMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=Yqj8Syp_5Y7udI2mlL__fZ7sM3J7zTlAeCr-vEYsAyAdLuQhFIbnloVcWK9Cj1jJ&m=LOAYuKQoMCLDw3WFwYiDuFCQX67Yx8Su4c7s0eq50h4SGKNddfIuMxZX1yuvVXUR&s=kjyQMwoJAzWyMqf-YoHe_vvaNtqmOo1ani7MC2ZYxMg&e=) platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help. We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry. We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.

## About the Team

FINNY, our Account Executives are true owners of the revenue engine, operating at the front lines of a massive shift in how financial advisors grow their businesses. As an AE, you’ll run the full sales cycle end-to-end — from initial discovery through close — partnering closely with advisors to understand their goals and show how FINNY can meaningfully impact their growth. We’re a lean, high-velocity team, which means you’ll have real autonomy, broad scope, and a direct hand in shaping how we sell, what we prioritize, and how we win.

## What You’ll Do

- Own the entire sales cycle: discovery, demo, proposal, and close.
- Collaborate with BDRs to qualify and convert high-quality opportunities.
- Deliver tailored product demos and articulate FINNY’s ROI to advisors and firm leaders.
- Exceed monthly and quarterly revenue targets while maintaining precise CRM hygiene.
- Partner with marketing and product to refine messaging and feedback from the field.
- 3–5 years of full-cycle B2B SaaS or fintech sales experience with a proven quota record.
- Familiar with high-volume, high-velocity sales (25+ deals / month)
- Excellent presentation and closing skills, especially with senior decision-makers.
- Deep understanding of sales process management and forecasting.
- Proficiency with sales tools (Attio, HubSpot,http://outreach.io[Outreach.io](http://Outreach.io), LinkedIn Navigator).
- Entrepreneurial, data-driven, and collaborative mindset.

## What We’re Looking For

- Experience selling to financial advisors, RIAs, or broker-dealers.
- Familiarity with lead-gen or marketing automation products.
- Startup or early-stage sales experience.

## Compensation & Benefits

FINNY offers a competitive compensation package including:

- Competitive salary, comission and equity
- Medical, dental, and vision insurance
- Flexible paid time off
- 401(k)
- Food and meals provided in our NYC office
- Team offsites and events

## Equal Opportunity Employer

FINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

## About FINNY

## Company Overview
- **One-liner**: FINNY provides an AI-native organic growth engine for financial advisors, automating prospect identification, outreach, and content creation to help them acquire new clients.
- **Entity Type**: Private (Startup) – Series A
- **Headquarters**: New York, New York, United States
- **Founded**: 2023
- **Founders**: Eden Ovadia (CEO), Victoria Toli (CPO), Theodore Janson (CTO)

## Core Business
- **Primary industry**: WealthTech / Financial Technology (AI-powered marketing and lead generation for financial advisors)
- **Target customers**: B2B – Registered Investment Advisors (RIAs), independent financial advisors, wealth management firms
- **Mission**: Empower financial advisors to reach the right potential clients at the right time with the right message, making organic growth efficient and scalable.

## Products & Services
- **FINNY Platform (Core SaaS)**: AI-powered growth engine that combines prospect identification (aggregating thousands of data points per lead, monitoring life triggers), prioritization (F-Score ranking based on likelihood to convert), and automated multi-channel outreach (email, LinkedIn, content). Includes content generation (posts, articles, market updates) that mimics the advisor’s voice. Recently launched **Hunter**, an autonomous AI agent that plans and executes campaigns.
- **Intent Search**: A feature that surfaces high-intent prospects by scanning signals such as new home purchases, job changes, inheritances, or retirements.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private)
- **Key Metrics**: Total Funding – USD 21.8M; Headcount – 34 employees (+272.7% YoY); Revenue – early stage (reported >11x MoM growth in early 2024)
- **Funding Rounds**:
  - Pre-Seed (Sep 2024): USD 500K led by Y Combinator
  - Seed (Dec 2024): USD 4.3M led by Maple VC and Hanover Capital
  - Series A (Dec 2025): USD 17M led by Venrock; also includes strategic investment from Josh Brown (CEO of Ritholtz Wealth Management)
- **Notable Investors/Partners**: Y Combinator, Maple VC, Hanover Capital, Venrock, Josh Brown (advisory board). Distribution partnership with Osaic.
- **Growth Signals**:
  - Won **Best in Show at Morningstar’s Annual Fintech Showcase** and **Wealthies 2025 Award** (best Marketing and Lead Generation)
  - 70+ advisory firms on waitlist before any outbound sales
  - Series A closed in Dec 2025 to accelerate product development and go-to-market
  - Frequent product launches: Multi-Channel Campaigns (Aug 2025), Intent Search (Jun 2025), Hunter agent (2026)

## Competitive Advantages
- **AI-native specialization**: Built specifically for financial advisors, unlike horizontal tools (ZoomInfo, LinkedIn, PitchBook) that lack industry-specific signals and workflows.
- **Proprietary F-Score**: Ranks prospects by likelihood to convert for each advisor-prospect pair, reducing wasted effort.
- **Regulatory compliance**: SOC compliant; data security designed for the wealth management industry.
- **Integrated content & outreach**: AI writes market updates and posts in the advisor’s voice, then distributes across channels—combining brand building with direct prospecting.

## Strategic Focus
- **Expand automation**: Shift from assisted outreach to fully autonomous “set-it-and-forget-it” campaigns (Hunter agent).
- **Deepen partner integrations**: Leverage partnerships like Osaic to reach more advisors through existing ecosystems.
- **Scale go-to-market**: Use Series A funding to grow sales and customer success teams, targeting both independent advisors and larger enterprise RIAs.
- **Continuous AI improvement**: Use every campaign outcome to refine scoring, messaging, and targeting (data flywheel).

## Why Work Here
- **Culture**: Described as “talent-dense,” office-first, and high-autonomy. Employees work closely with founders in an early-stage environment that values speed and impact.
- **Work Policy**: Office-first – 5 days per week in NYC (Chelsea HQ); no remote/hybrid options.
- **Perks/Engineering Culture**: High ownership, fast decision loops, exposure to cutting-edge AI in a regulated vertical. The company emphasizes a “most talent-dense company in NYC” hiring bar.
- **Considerations**: Early-stage volatility, shifting priorities, and external skepticism about AI prospecting effectiveness. Best suited for those who thrive in ambiguous, fast-paced settings.

## Sources
1. [finny.com](https://finny.com/)
2. [LinkedIn – FINNY](https://www.linkedin.com/company/finnyai)
3. [Y Combinator – FINNY AI](https://www.ycombinator.com/companies/finny-ai)
4. [Built In – FINNY AI Workplace Perception](https://builtin.com/company/finny-ai/faq/workplace-perception)
5. [Business Wire – FINNY Launches Multi-Channel Campaigns (Aug 2025)](https://www.businesswire.com/news/home/20250806...)
6. [Business Wire – Intent Search Launch (Jun 2025)](https://www.businesswire.com/news/home/20250609...)
7. [Business Wire – Josh Brown Investment (Mar 2025)](https://www.businesswire.com/news/home/20250313...)
8. [InvestmentNews – FINNY Series A](https://www.investmentnews.com/finny-closes-17m-series-a...)

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