Executive Assistant

FINNY, an AI-powered growth platform for financial advisers, has launched Hunter, an autonomous AI agent that handles marketing and business development tasks. The announcement follows FINNY's recent $17 million Series A funding round. Hunter proactively suggests, guides and executes marketing campaigns across channels, creating personalised content including blog posts and LinkedIn material without requiring marketing expertise from users. The AI agent learns each adviser's value proposition, niche and voice, and monitors news, website visitors and client events to identify growth opportunities. FINNY describes Hunter as its first step towards a fully autonomous sales and marketing agent. The platform is currently available to members of FINNY's Product Advisory Board, with a broader rollout planned throughout April.

FINNY launches AI tool Hunter for financial advisors. FINNY introduces Hunter, an AI engine that automates marketing strategies, content creation, and campaign execution for financial advisors Davis Janowski, Senior Technology Editor, Wealth Management April 14, 2026 FINNY CEO and co-founder Eden Ovadia (left) and President and co-founder Victoria Toli FINNY AI, the artificial intelligence-powered growth and marketing platform for financial advisors, has introduced Hunter, an engine designed to automate strategy, content creation and campaign execution for advisors. Hunter builds on FINNY's recent $17 million Series A funding round and aims to transform the existing platform from a tool operated by advisors into an intelligent partner that operates on their behalf. The system learns each advisor's value proposition, niche and differentiators to craft personalized marketing strategies. "This is the thing we set out to build two years ago," said Eden Ovadia, co-founder and CEO of FINNY. "But the underlying technology we needed was just not mature enough then to do so." So, the startup focused on building the suite of growth tools that have won it many industry accolades, including a 2025 Wealth Management Industry Award in the category of AI marketing and lead generation technology providers. Hunter, she said, is meant to act as an advisor's always-on marketing and sales associate that is monitoring news, website visitors, client and prospect life events, and past campaign performance (whether on FINNY or found on their website or in their CRM) to proactively surface opportunities for advisors to grow their AUM. "Until now, we've found that the best advisors on and using FINNY were already all-star marketers, and able to quickly learn to get the most out of our platform, but now Hunter is going to serve them as their marketing all-star, and any advisor can now very easily tailor it to their own use," she said. The idea is that Hunter will help eliminate the need for as much inherent advisor marketing expertise by suggesting, guiding and executing campaigns across channels, creating personalized outreach and marketing content, including blog posts, LinkedIn content, and website copy, while refining its approach based on advisor-specific context. Victoria Toli, co-founder and president of FINNY, wrote in a prepared statement that Hunter represents the company's first step into autonomous agents, having intentionally designed it from the start with a core set of marketing skills that will help it then grow toward a full autonomous sales and marketing agent capable of handling everything a human team can do. In an interview, former Vanguard CEO Bill McNabb, who is both an investor in FINNY and a member of its board, said these abilities and the startup's focus on addressing the very difficult problem of organic growth for advisors are what make it special. "They are in the growth space, one of the few, and they are creating a platform that drives growth - but the right kind of growth - matching advisors with the right clients," McNabb said. "It is a sector that is so hungry for that kind of solution," he said, noting that while the industry has seen a great deal of M&A activity in the last few years, there has been far too little success in terms of organic growth within firms. "I think talent beats strategy all day and backing the right people gets you better results," McNabb added, referring to FINNY's three founders, "their engineering mindset," and the team they have since grown to more than 30. "If you are a $1 billion [AUM] advisor and looking to grow appropriately, it is pretty hard. FINNY is going to give you the right tools and match you with the right people," said McNabb. Hunter is currently available to members of FINNY's Product Advisory Board, with a gradual rollout planned throughout April. There will be no additional cost to FINNY users or new clients for Hunter. Senior Technology Editor, Wealth Management Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors. Prior to his six years with WM, Janowski worked for Forrester Research as an analyst covering Digital Wealth Management. In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. (now Pontera). His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry's first dedicated technology reporter. His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer. His work has appeared in The New York Times, Wealth Management., Financial Planning, RIABiz, InvestmentNews, PC Magazine, numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences. Outside his day-to-day he is a senior guide for Manhattan Kayak Company in New York City.

CurrentClient secures $1.25 million seed round for advisor communication platform. CurrentClient, a voice and text communication platform for financial advisors, announced the closing of a $1.25 million seed funding round led by Thicket Ventures. The investment marks a significant milestone for the Provo, Utah based company as it seeks to scale its operations and enhance real time engagement between advisors and their clients. As part of the transaction, Justin Wisz, a partner at Thicket Ventures, has joined the CurrentClient board of directors. The firm also announced the appointment of Austin Guest, formerly of Finny, as its new head of sales to drive adoption across the wealth management landscape. The platform provides a compliant and integrated phone and messaging system specifically designed for registered investment advisors and financial planners. CurrentClient focuses on eliminating the friction associated with traditional communication methods while ensuring all interactions meet strict regulatory standards. The software allows advisors to utilize modern messaging channels without compromising oversight or security. By centralizing these communications, the company seeks to help firms maintain a cohesive digital presence and provide a more intuitive experience for a diverse client base. This funding arrives as the wealth management industry faces increased pressure regarding off-channel communications. Since 2021, regulators have issued fines exceeding $2.7 billion for violations related to federal securities laws and recordkeeping. CurrentClient intends to use the capital to support product expansion and accelerate its mission to modernize the foundational architecture of advisor communications. Knote: It's nice to see a good, old-fashioned VC seed investment in an early stage company. VC funding has been coming back, but for the <$10mm checks, it is still very slow.