Awards and recognition

Recognition FINNY has received from across the wealth management industry.

WealthManagement.com Industry Awards · September 2026

Wealthies 2026 Winner

Best AI Marketing and Lead Generation Technology

The Wealth Management Industry Awards, known as the Wealthies, are WealthManagement.com’s annual program recognizing the firms and executives moving wealth management forward. The 2026 program, its twelfth, drew a record 1,392 nominations from 508 companies. FINNY’s Hunter Growth Agent won in the Technology Providers: Artificial Intelligence – Marketing and Lead Generation category.

See the 2026 winners

InvestmentNews · September 2026

5-Star Technology Winner

Awarded by InvestmentNews

InvestmentNews’ 5-Star Technology awards, now in their third year, recognize the best new technology and software for investment management professionals. Providers submit their solutions, and the InvestmentNews team evaluates each entry on the depth of information provided, the level of genuine innovation, and the value it brings to the industry. FINNY was named among the 2026 winners.

See the 2026 winners

Search Chain Partners · July 2026

Top 50 Firm to Work for in WealthTech

Awarded by Search Chain Partners

Search Chain Partners’ list of the Top 50 Firms to Work for in WealthTech is self-sourced rather than application-based. It draws on months of conversations with founders, investors and operators across the industry, weighing leadership and talent, product innovation, market traction, investor backing and the opportunity ahead.

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Employer Support of the Guard and Reserve · July 2026

ESGR Patriot Award

Presented to FINNY’s founders

Employer Support of the Guard and Reserve (ESGR), a U.S. Department of Defense program, presents the Patriot Award to individual supervisors for the direct support they give Guard and Reserve members and their families. The New York ESGR office presented it to FINNY’s founders, Eden Ovadia, Victoria Toli and Theo Janson, for flexible scheduling, deployment support and care for military families. It also recognized FINNY as the inaugural sponsor of Veterans in Fintech, an event held during NYC Fintech Week in April 2026.

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WealthManagement.com Industry Awards · September 2025

Wealthies 2025 Winner

Best AI Marketing and Lead Generation Technology

FINNY’s first Wealthie came in the Artificial Intelligence – Marketing and Lead Generation category, for its AI-enabled organic growth engine. The Wealthies are WealthManagement.com’s annual awards for the firms and executives moving wealth management forward.

See the 2025 winners

Future Proof Festival · September 2024

Fintech Demo Drop

Fintech Demo Drop III

The Fintech Demo Drop at Future Proof Festival gives a handful of companies the stage to present their technology live to wealth management professionals. For Demo Drop III, an independent committee of industry experts chose seven finalists from more than 100 applicants, judging creativity, innovation and potential impact. FINNY presented at the festival in Huntington Beach, California.

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Morningstar · June 2024

Best in Show

Morningstar Annual Fintech Showcase

Morningstar’s Annual Fintech Showcase is a competition held at the Morningstar Investment Conference. FINNY was named Best in Show, selected from an initial pool of 400 applicants.

Read the WealthManagement.com coverage

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