---
title: 'Executive Assistant to the Founders at FINNY'
canonical: 'https://feeny.ai/job/executive-assistant-to-the-founders-finny-new-york-1e97rtx37dtm'
type: 'job'
last_seen: '2026-09-11'
---

# Executive Assistant to the Founders at FINNY

- **Company:** FINNY
- **Location:** New York, NY
- **Compensation:** $100k–$120k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-06-25
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/finny/cf7b7e93-ad2a-482b-91c7-a8680cc35d8c

## 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

This is the first hire that sits at the center of our Founders at FINNY, directly supporting our three co-founders as they lead the company through an exciting period of growth. This role will own the operational backbone that keeps leadership running at full speed — calendars, travel, office operations, and the day-to-day logistics that let the founders focus on building. This team touches every part of the company, acting as a connective layer between leadership and all internal functions, and is often the first to know where things are moving and what needs to happen next.

## About the Role

We're looking for an Executive Assistant & Office Manager to join FINNY and become a trusted right hand to our three co-founders. This role exists because our Founders are moving fast and need a sharp, dependable operator who can manage their time, anticipate their needs, and remove friction before it shows up. You'll handle everything from complex multi-leg travel itineraries and packed calendars to stocking the office and coordinating team meals — no task is too big or too small. You'll work directly with the founders daily and coordinate closely with Finance, People, and other teams as we expand our physical footprint. Success in this role looks like founders who never miss a meeting, travel that runs smoothly, an office that hums, and leadership that trusts you completely to handle the details.

## What You’ll Do

- Own end-to-end calendar management for all three co-founders, including scheduling, prioritization, and resolving conflicts across time zones
- Plan and book all founder travel — flights, hotels, ground transportation, visas, and detailed itineraries — and travel alongside founders when needed
- Manage day-to-day office operations including ordering supplies, food, snacks, and catering for team meals and events
- Serve as the primary point of contact for office vendors, building management, and facilities as FINNY expands to new locations
- Anticipate founder needs and proactively solve problems before they escalate — from prep materials for key meetings to last-minute logistics
- Coordinate internal and external meetings, including board meetings, team offsites, and executive dinners
- Support special projects and company initiatives as directed by the founders

## What We’re Looking For

- 3+ years of experience as an Executive Assistant, Chief of Staff, Coordinator, or Office Manager, ideally supporting C-suite or founder-level executives
- Exceptional organizational skills with the ability to juggle competing priorities without dropping the ball
- Strong communication skills — professional, clear, and confident with both internal teams and external partners
- Demonstrated ability to exercise sound judgment and handle sensitive information with discretion
- Comfortable with frequent travel and flexibility around founders' schedules, including occasional evenings or weekends
- Proactive self-starter who thrives in fast-paced, ambiguous environments and doesn't wait to be told what to do

## Nice to Have

- Prior experience at a startup or high-growth company where roles evolve quickly
- Experience managing office buildouts or supporting physical expansion to new locations
- Familiarity with executive travel tools, expense platforms, or office management software (e.g., Concur, Ramp, Notion)
- Experience supporting multiple executives simultaneously across different working styles

## Compensation & Benefits

FINNY offers a competitive compensation package including:

- Competitive salary 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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