Careers at FINNY
We help great advisors help more people.
We’re building the most talent-dense company in NYC, while also having a lot of fun. Ready to join us?
Our vision
Modern tools for the advisors people deserve.
The wealth management industry still runs on decades-old technology while millions of Americans go without the financial guidance they need. We’re using AI to connect families and advisors in a better way, while freeing up advisors to spend more time building real relationships.
The FINNY story
AI engineers redefining an industry.
Three AI engineers founded FINNY in 2024 to solve the most painful problem in wealth management: organic growth. In just two years, we’ve become an industry leader: raising over $20M from Y Combinator, Venrock, and some of the biggest names in wealth management, with backing from Josh Brown (Ritholtz), Jason Wenk (Altruist), and Bill McNabb.
We’ve been named Morningstar’s Fintech Showcase winner, Datos Insights’ Best WealthTech Company 2025, the 2025 Wealthies’ Best Marketing Automation Platform, and were selected to present at Future Proof. Our founders were named to Forbes 30 Under 30 in AI.
But the accolades aren’t the point. The point is to make an actual difference in the lives of millions of Americans by helping connect them with the right advisor at the right time.
We’re a small team doing big things out of NYC. We move fast, we don’t take ourselves too seriously, and we hold each other to an extraordinarily high bar. Culture is our moat. We hire A-players, give them room to run, and build something we’re proud of every single day.
Our values
What we hold each other to.
Customer-obsessed
We overdeliver. We delight. Our customers should feel like they have an unfair advantage.
Bias for action, high urgency
Decisions beat debates. Perfect is the enemy of shipped. We make bets, learn fast, and keep moving. Mistakes are inevitable; not learning from them isn't.
Owners, not renters
You own your outcomes. No task is beneath you. If something's broken, fix it. If there's no path, make one.
Be direct
Say what you mean. Give feedback. Don't hide behind process or politics. We'd rather have an uncomfortable truth than a comfortable lie.
High trust, high autonomy
We hire A-players and give them room to run. Autonomy comes with accountability: own your commitments and close the loop.
We haven't won yet
Every milestone is a checkpoint, not a finish line. Stay humble, stay hungry. Celebrate the wins, then keep moving.
Enjoy the ride
We're building a rocketship, and we're having fun while we do it.
Open roles
Be a part of something extraordinary.
Don’t see a role that quite fits you? We’d still love to get to know you. careers@finny.com