Finna is building the access infrastructure for the working-rich investor, enabling access to institutional-style investing by competence rather than net worth. The platform provides education, qualification, and portfolio design to help mass-affluent investors build diversified, institutional-style portfolios with private market access.
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Clients
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ARR
$200K
Previous Round
A comprehensive platform that combines education (Finna Insight skill tree), qualification (earned eligibility system), portfolio allocation (Finna Playground simulations), and private market access (Finna Marketplace). The system uses a Financial Behavioral Model powered by AI to match investors with appropriate institutional-style investment opportunities including private equity, real estate, and tech secondaries. Features include gamified learning progression, portfolio simulation tools, and structured liquidity options for private market investments.
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We are pleased to share several important developments at Finna. Hard commercial commitment: We now have a hard commitment representing approximately USD 550k ARR, providing early revenue visibility as we move toward launch. Soft pipeline growth: Our broader pipeline now represents approximately USD 7m ARR in soft commitments, reflecting strong interest from family offices, capital partners, and institutional relationships. Beta launch on track: Our Beta launch remains targeted for Q2 2026, marking an important milestone in bringing the Finna platform to market. New investor validation: We have recently welcomed LvlUp Ventures and Talok Capital as investors, while several existing investors have also increased their support in the current round. Product and market progress: We have launched our new website and introduced Finna Lab as an early public-facing app, helping drive waitlist growth, engagement, and early user data collection. Fund platform development: We continue to advance the setup of our initial public and private market fund offerings ahead of launch. We believe these developments further validate both the commercial demand and strategic positioning of Finna as we build the infrastructure for the Qualifying Investors category. A slightly sharper title could be: Commercial Momentum Building Ahead of Q2 Beta Launch