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Dec '25 •
Finny Raised $17M in Series A
Woooah congrats Finny 👏🏽 Anybody using Finny? I’ve seen their demos and I really like their campaign setup. Wondering what lead gen looks like before/after for advisors.
1 like • 29d
So how does FINNY compare to WealthReach?
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@steven-tenney-7033
- 26 years as Sr. VP and Sr. PM at PaineWebber/UBS
- Launched IRA Great Diamond Partners, CEO for 5 years
- Founded Grandview & Co in June 2024
Active 11h ago
Joined Dec 10, 2025
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