FINNY is a growth platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help. We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry. We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services. About the Role You will work directly with the founders and own large swaths of the product surface area. This is not a feature-factory PM role, but rather an ownership role. This role is highly cross-functional and highly visible. You’ll influence onboarding, campaign systems, AI workflows, enterprise features, and more. If you want to own meaningful surface area, work directly with founders, and build something category-defining — this is the role for you.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed