The organic growth engine for financial advisors.
From hello to close, FINNY is the AI growth officer for financial advisors — guiding every step of the way, from building your brand to closing your next client. We’ve got your growth.
Most advisors are great at advising — they were never taught how to market. Growing the practice is the other job: finding the right new clients, building a brand they trust, showing up consistently, knowing what’s actually working. There’s never enough time for all of it.
We get it.
That’s why we built FINNY — to own that part. We get the right prospect in front of you at the right time, with the right message: a personal email, a LinkedIn post on a topic they care about, an article worth their inbox. Then we follow up — every nudge, every touch — until they’re on your calendar.
While we handle all of that, you handle what matters most: building genuine relationships and delivering exceptional service.
One platform. Every part of growth.
A whole marketing team in one tool. 24/7
Surface the leads worth your time
Cold lists go cold. FINNY catches money in motion.
Tell us your niche, or let FINNY help you define it. Then, get the prospects whose needs align with what you do best, surfaced in the moment money is in motion.
Our AI scans millions of households for the signals that matter — a new home, a job change, an inheritance, a retirement — and ranks every match with an F-Score based on their likelihood to convert. We help you reach out at exactly the right time.
No noise. Just the people worth your time.
Build the brand that brings them in
Brand is what brings them in. FINNY can build yours.
We learn your voice as we go. Tell us anything you want us to know. FINNY writes the LinkedIn posts, the market updates, the articles. Original content that sounds like you, on the topics your prospects actually care about. Our AI scans news, markets, and your clients’ patterns to draft the pieces that earn attention. You stay top of mind without writing a thing.
Now you’re the advisor they Google.
Sarah Mitchell
San Francisco, CA
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F-Score
James Rodriguez
Austin, TX
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F-Score
Emily Chen
New York, NY
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F-Score
FINNY SCORE
The best prospects, sorted and ranked for you.
Finding clients shouldn’t be a guessing game. Every prospect is assigned a FINNY Score (F-Score for short) that shows at a glance their likelihood to convert, so you can focus your time and effort where it matters most.
Michael Thompson
Chicago, IL
0
F-Score
Lisa Park
Seattle, WA
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F-Score
David Wilson
Miami, FL
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F-Score
Run it on autopilot
FINNY is the marketing team you didn’t have to hire.
Our AI agent plans campaigns from real signals: news, markets, and what your niche cares about. It generates new ones on demand, then handles every send and follow-up across the channels that matter. Approve before each campaign goes out, or let it ship. We tell you when a meeting hits the calendar. We notify you on every inbound. We keep track of what’s next so you don’t have to.
A marketing team that never clocks out.
Sharper every day
The more you use FINNY, the better it gets.
Every prospect, every site visit, every campaign, every meeting becomes data the system learns from. Every campaign you run teaches us what worked. The next one starts smarter than the last. Your messaging improves. Your content lands. Your targeting tightens. Your timing gets better. A full team behind you, getting sharper every day.
Built to grow with you.
Recognized as the leader in Wealth Management Growth
Best in Show at the Annual Fintech Showcase
Awarded by Morningstar
Demo Drop Showcase
The largest annual gathering showcasing innovation in wealth management
“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.”
“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.”
“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.”
“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.”
Security & Compliance
Gold-Standard Security and Compliance
Finny provides strong data protection and security. As a SOC compliant platform, we ensure your data is secure by testing and updating our systems regularly.
