A Strategic Partnership for Growth

We’re excited to announce an exclusive partnership between Osaic and FINNY. This collaboration brings cutting-edge growth technology with tailored support and special benefits exclusively available to Osaic advisors.

FINNY enables financial advisors to grow at a 4x rate relative to industry benchmarks. We do that by delivering a suite of products that help advisors target the right prospects, at the right time, with the right message — amplify their impact, in a scalable and time-efficient way.

As a Osaic advisor, you’ll receive exclusive perks, dedicated onboarding, and ongoing support to maximize your success.

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Osaic Advisor Benefits

White Glove Implementation

Our dedicated onboarding specialists guide you through every step of setup and customization, including collaborative creation and refinement of advisor profiles (ICP, messaging guidance, positioning).

Activation & Support

Receive ongoing support from a dedicated FINNY specialist, personalized coaching calls to refine your approach, and a dedicated Osaic inbox.

Optimization & Scale

Ongoing coaching to improve advisor outreach quality and consistency, feature request priority and influence over strategic roadmap, plus firm-wide consistency and compliance alignment.

Real Innovation, Real Impact

“
FINNY is solving the biggest challenge advisors face today: finding and connecting with the right clients. Advisors are great at building relationships, but they don’t have the time—or the right tools—to consistently find new prospects.”
Josh Brown
CEO, Ritholtz Wealth Management

“
The FINNY team is working on an innovative solution for advisors, and I’m excited to see what the future holds for this impressive team.”
Kunal Kapoor
CEO, Morningstar

“
FINNY AI’s approach to prospecting illustrates how technology can support authentic human connections. Rather than encouraging mass outreach, their platform prioritizes quality over quantity.”
Craig Iskowitz
CEO, Ezra Group

“
Time is not something I have a lot of. I’ve got family, full-time commitments… the fact that I’m able to just have FINNY running without me doing anything outside of setting up that initial campaign is the most attractive part for me.”
Michael Brady
CEO, Clarity Advisors

Pricing: Simple, Transparent, Unlimited

$500 per user / month unlocks:

Unlimited Leads

Access prospects through Search and Recommended Feed, with no restrictions.

Unlimited Website Visitor Tracking

Identify and engage every visitor — turn anonymous traffic into actionable opportunities.

Unlimited Prospect Uploads

Easily import and manage all your contact lists, no matter the size.

Hands-on Onboarding & Service

Receive a dedicated service professional to help you make the most of FINNY.

Contracts are annual, with a 14-day paid opt-out period.

How FINNY Powers Your Practice

We identify prospects within your target niche.

We aggregate thousands of data points and continuously monitor millions of prospects to uncover timely financial opportunities.

We intelligently prioritize prospects.

FINNY evaluates each prospect's similarity to your current clients and their likelihood of needing your services, assigning an F-Score that predicts their conversion potential.

We help you reach out to prospects.

FINNY chooses the best outreach channel for each prospect, manages follow-ups, and alerts you the moment a meeting is booked — all while keeping you in the driver’s seat.

Ready to Transform Your Growth?

Join fellow Osaic advisors who are already leveraging FINNY to grow their practices. Schedule your personalized demo today and discover how our partnership benefits can accelerate your success.

Schedule Your Demo

Partner access