“Wealth managers are sitting on $145 trillion worth of opportunity with almost no systems built to pursue it efficiently and compliantly. Advisors are stitching together LinkedIn, email, spreadsheets, and a call list, then hoping their memory holds for the follow up,” explains Raphael Blumenthal, Co-founder of client acquisition startup Finterest.
Blumenthal founded the US-incorporated startup alongside Natanel Perez, who’s based in Israel alongside their technical lead, where the product is being built. The idea came from Blumenthal’s time at UBS Private Wealth Management in New York City where, he recalls, “I saw firsthand how manual and fragmented client prospecting still was for financial advisors.”
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Natanel Perez & Raphael Blumenthal, Co-founders, Finterest.
(Photo: Raphael Blumenthal)
Built with an attention to regulatory compliance as a first requirement in order to clear the industry’s highest barrier to entry, the platform, Blumenthal believes, is servicing a glaring wealth management niche. “The real competitor [is] the status quo itself,” he notes. “An advisor’s spreadsheet and their own memory.”
Started this year and already amassing clients across New York, Miami, Switzerland, and Singapore, with the expectation for Israel to become a significant part of its growth, Blumenthal articulates the vision for Finterest “isn’t to be another tool in the stack, it’s to become the client acquisition infrastructure that the financial services industry runs on.”
You can learn more about the company below.
Company Name: Finterest, Inc.
Product/Service description:
Finterest is building the client acquisition infrastructure for the global wealth management industry. Today, that means an advanced, compliant, AI-powered platform for identifying prospects and orchestrating outreach in the most natural and organic way possible, built for an industry where trust and relationships drive every deal. Teams at major financial institutions are already using the platform, and Finterest has cleared compliance review at a leading US wealth management firm, the single hardest barrier to entry in this space.
The vision is bigger than a tool. Finterest is gearing up to become the gold standard for relationship-driven sales in finance by 2027. The addressable market spans approximately 300,000 to 330,000 financial advisors in the United States, managing roughly $145 trillion in assets for an estimated 60 to 80 million clients, a market that has remained largely untouched by modern infrastructure due to the weight of regulation. Finterest’s founding and technical team is based in Israel.
Raphael Blumenthal, Co-Founder, previously worked at UBS Private Wealth Management, where he saw firsthand how manual and relationship-dependent prospecting remains in wealth management.
Natanel Perez, Co-Founder, previously served as Head of Sales at an early-stage Israeli fintech startup, bringing hands-on experience in early-stage sales execution to Finterest’s go-to-market strategy.
Last Investment Round: $100,000 (F&F)
Last Investment Stage: Pre-Seed
Date of Last Investment: 06/01/2026
Total investment to date: $100,000
Investors: Undisclosed
Current number of employees: 7
Open positions: Compliance Lead, Data Enrichment Engineer, Cyber Security Engineer
Website: https://gofinterest.com/
Social Media: LinkedIn
The idea came from my time at UBS Private Wealth Management in New York City, where I saw firsthand how manual and fragmented client prospecting still was for financial advisors. These highly compensated professionals were relying on spreadsheets, gut instinct, sticky notes and a patchwork of disconnected tools to find and reach new clients.
When I brought this to my Co-founder, Natanel, who had spent time as Head of Sales at Blueberries, an Israeli fintech startup, we realized wealth managers needed a system built specifically for how they work, not a generic CRM or sales tool retrofitted for their industry. That became Finterest.
What is the need for the product?
Wealth managers are sitting on $145 trillion worth of opportunity with almost no systems built to pursue it efficiently and compliantly. Advisors are stitching together LinkedIn, email, spreadsheets, and a call list, then hoping their memory holds for the follow up. Finterest exists because prospecting in this industry still runs on gut instinct, and an industry managing that much money deserves better tooling. We built the system so the advisor’s job goes back to what it should be: closing, not chasing.
How is it changing the market?
Every major sales tool was built for generic B2B, and generic B2B doesn’t survive a compliance review. That’s exactly why nobody built this for wealth management before us: the barrier to entry isn’t product, it’s regulatory trust, and most startups would rather chase an easier market than sit through a compliance audit.
We built Finterest with compliance as the first requirement, not an afterthought, which is why clearing review at a leading US wealth management firm matters so much. It’s proof the infrastructure works inside the rules advisors actually live under. Once a platform is compliant, it becomes the default, not just an option.
Our vision isn’t to be another tool in the stack, it’s to become the client acquisition infrastructure that the financial services industry runs on. Every wirehouse, RIA, and advisory team eventually needs a compliant way to prospect at scale, and there is no real category leader yet. We intend to be that layer before anyone else builds it.
How big is the market for the product and who are its main customers?
US wealth managers oversee roughly $145 trillion in assets across 300,000 to 330,000 advisors serving 60 to 80 million clients. Our main customers are RIAs, wealth managers, advisory teams, and insurance brokerages, professionals whose entire business depends on finding and keeping the right clients. Every one of them is working with the same broken workflow: fragmented tools, manual prospecting, no compliant system built for how they actually operate. We started in the US because that’s where the compliance bar is highest, and where winning proves the model works anywhere.
Does the product exist already?
Finterest exists today, it’s not a concept on a slide. The software is live and working, and teams at major financial institutions including UBS, and several others are actively using the platform right now. We recently cleared compliance review at a leading US wealth management firm, one of the hardest unlocks in this market, and we’re actively in process with many more. We’re in deep conversations with another major wealth management firm, with an internal champion pushing it forward, while sales outreach and demos run in parallel. We’ve closed a friends and family round to fund the next phase of growth, and this is already in professionals’ hands globally, we’re scaling access from here.
Who are the main competitors in this sector and how big are they?
Generic sales platforms like Apollo, Outreach, and Salesloft aren’t real competitors, they were built for B2B SaaS and don’t survive compliance review. On the wealth management side, legacy CRMs like Redtail and Wealthbox handle record keeping, not client acquisition. That leaves the real competitor as the status quo itself: an advisor’s spreadsheet and their own memory. There’s a newer wave of AI prospecting tools built for advisors, names like FINNY, Catchlight, Aidentified, and Wealthfeed, and they’ve each raised meaningful venture money in the last two years. From what we’ve seen, they focus on a narrower problem than we do, wealth event detection and lead scoring, telling an advisor who to call and when. We built Finterest to run the full outbound motion end to end across LinkedIn, email, and dialer with compliance built in, and that’s the infrastructure gap we’re positioned to fill. Regardless, their combined footprint barely dents a market this size, which leaves an enormous slice on the table for financial advisor tech.
What is the added value that the founders bring to the company and the product?
Natanel and I bring proximity to the problem, not just enthusiasm for the market, and we’ve got Jordan, our technical cofounder, giving us real depth on top of that. I worked as an Analyst and Technology Advisor on an Ultra High Net Worth advisory team, where I led AI initiatives to expand client base and increase advisor productivity. That’s not the same as running a book of business for twenty years, but it means I’ve sat close enough to the actual workflow to know where advisors lose time and where compliance stops a tool cold.
Natanel led sales at Blueberries, an Israeli fintech startup, where he built core sales infrastructure, led a team of SDRs, and developed the company’s initial client base from inception.
None of us is pretending to be a twenty year industry veteran. What we bring is enough firsthand exposure to the problem to build the right thing, plus the sales and technical execution to get it in front of the people who need it.
What will the money coming in from the round be used for?
This round is fuel for one thing: turning the traction we already have into scale. We’re using it to lock in compliance across the firms already in our pipeline, firms managing serious assets, and to build the team that gets us there faster. A piece goes into sharpening the product itself, because the advisors using Finterest right now deserve a platform that keeps getting better under them. And a piece goes straight into the go-to market, putting more reps and more outreach infrastructure behind the doors that are already open. We’re not raising to find product market fit, we’re raising because we found it and now we need to move fast.
