In December 2025, the wealth management technology startup Finny secured $17 million in a Series A funding round. The investment was led by QED Investors, with participation from High Alpha and strategic fintech backers.
The company is led by CEO Chi-Chi Liang. Finny is addressing the “capacity crisis” in the $100 trillion wealth management industry by building an AI-powered operating system for financial advisors.
Traditional advisors spend up to 60% of their time on manual administration—from meeting prep to compliance documentation. Finny addresses this with an intelligent “middle office” platform. By capturing and synthesizing client interactions, the platform automates the creation of financial plans and follow-up tasks, allowing advisors to manage 3x more clients without increasing headcount.
The new capital will be used to scale its product engineering and deepen integrations with legacy CRM systems, enabling firms to capture the ongoing “Great Wealth Transfer” through higher operational efficiency.
Market Signal
- The Hybrid Advisory Thesis: This $17M round validates that the future of wealth management is not “Robo-Advisors” replacing humans, but AI augmenting them. Investors are shifting capital toward “Advisor Enablement” tools that preserve the trust of human relationships while achieving machine-scale efficiency.
- Vertical OS Dominance: Finny is positioning itself as the specialized Operating System (OS) for the middle office. By owning the data capture layer of advisor-client meetings, it creates a high-fidelity feedback loop that general-purpose AI tools cannot match.
- Operational Leverage in Wealth: In a market where professional advisor talent is aging and scarce, efficiency is the only viable growth lever. Finny’s ability to turn voice and notes into compliant financial plans creates immediate margin expansion for independent firms.
Key Details
- Company: Finny
- Funding: $17M Series A
- Headquarters: Indianapolis, IN
- Lead Investor: QED Investors
- CEO: Chi-Chi Liang
- Use Case: AI-powered wealth management automation and advisor capacity scaling
