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FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship.

Consumers miss out on $70B+ every year because they're busy and unaware, and that money is sitting in their email inbox. So, we automated reading email receipts and claiming the money they're entitled to, offering a service to which you can sign up once, do (literally) nothing, and earn $. Where is this money coming from? - Retailers: When the price of clothes or furniture you've already bought drops, you're entitled to a refund for the difference - Airlines: When a flight you've booked gets delayed or canceled, you're entitled to a cash compensation. - Enterprises: When a class-action lawsuit is filed against a company you engage with, you're entitled to money. - And many more, that even the government holds some of your unclaimed funds. Today, the dream of one service that automatically claims the money you deserve when you shop, fly,... and live is (finally) possible. We started with automating refunds in the shopping industry and have secured $8,000 in refunds to our users, growing 233% MoM. With AI, we've been able to repurpose that same automation to tackle refunds in the flight industry and the class-action lawsuit landscape. Why us? (1) We're obsessed with reclaiming what's rightfully yours: Kamal and Anthony grew up in Lebanon, where people's money was unfairly taken away. (2) Weijie was the lead infra engineer for Wish's recommendation system, the feature that fueled their IPO. Our combined experience includes Apple, Addepar, Bolt, Wish, and StackAdapt. And we're all working towards one goal: move those billions of dollars where they belong.