Stick to One Channel and Let it Compound: How Connor Castellano Grew with FINNY
A newly independent advisor turned a referral-only practice into a repeatable outbound engine, landing a six-figure client from a single FINNY campaign.
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Insights and updates from the FINNY team.
FINNY Launches Enterprise Growth Platform With Mercer Advisors as Flagship User
FINNY for Enterprise Teams enables personalized, AI-powered growth at scale across hundreds of advisors NEW YORK – June 9, 2026 – FINNY Inc. ("FINNY"), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced the launch of FINNY for Enterprise Teams.
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From Broad Outreach to a Targeted Pipeline: How Hugh Quinn Uses FINNY to Grow
A financial advisor scrapped his broad outreach campaign after a month of nothing but opt outs, then rebuilt around narrow, high intent niches, closing a new client and advancing two more prospects worth over $4M combined.
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How Jim Capitanello Closed His First FINNY Client in Two Months While Building a Scalable Pipeline
A 27 year Osaic advisor turned a decade of underused LinkedIn activity into a targeted telecom niche campaign, closing his first FINNY client within eight weeks of getting started.
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Announcing Hunter: Your AI Chief Growth Officer
Today, we begin our public rollout of Hunter – the most significant product we have ever shipped. Over the past two years, we have been building the bones of our growth platform piece by piece:
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How Tim Farley added 3 new clients ($15M in AUM) from a single campaign
A referral only RIA serving public company executives ran its first structured outbound campaign with an education first approach, landing 3 new clients and over $12M in AUM from a single sequence.
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FINNY Forms Relationship With Osaic to Bring AI-Powered Growth to National Advisor Network
Osaic makes available FINNY’s growth technology to its network of over 10,000 financial professionals to streamline prospect outreach, enhance productivity and scale organic growth NEW YORK – January
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How Kevin Newbert Closed 2 New Clients (and $1.8M in Assets) Using FINNY
Kevin joined Ausperity Private Wealth, a Sanctuary Wealth Partner Firm, seven months ago, stepping into a growth-focused role with a clear goal: build a repeatable pipeline—without relying solely on r
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How Thomas Manetta Landed a $5M Household (and Built a Compounding Organic Growth Engine) With FINNY
If you’re an independent advisor building a practice the right way—conflict-free, relationship-driven, and not reliant on referral programs—you’ve probably felt the same tension Thomas Manetta describ
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FINNY raises a $17M Series A to help great advisors help more people
To Our FINNY Community, Less than two years ago, we quit our jobs to solve a problem that had been hiding in plain sight. Financial advisors are some of the most important professionals in America. Th
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FINNY Forms Relationship With Integrated Partners, Adds Leading Wealth Management Marketing Executives to Advisory Board
New partnership with Integrated, as well as advisory board additions from Mission Wealth and Lido Advisors, reinforce FINNY’s position as leader in AI-driven advisor growth solutions NEW YORK–(B
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FINNY Launches Multi-Channel Campaigns and Social Media Actions for Automated Outreach
New features make FINNY the only platform purpose-built for multi-channel prospecting in wealth management, giving advisors tools to personalize and scale their outreach with ease NEW YORK – August 6t
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Case Study: How Clarity Advisors Grows Without Lifting a Finger with FINNY
Clarity Advisors is a boutique RIA based in Buffalo, New York, led by Michael Brady. After over a decade in the industry—starting under a large Canadian distributor and ultimately launching his o
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How Rosefinch Leverages FINNY to Serve a Complex, Cross-Border Niche
Rosefinch is a boutique financial advisory firm specializing in cross-border planning—particularly for UK expatriates living in the United States. The firm bridges the divide between UK and US fi
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FINNY Unveils Intent Search to Help Advisors Pinpoint High-Intent Prospects Faster
NEW YORK–(BUSINESS WIRE)–FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced the launch of Intent Sea
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Ritholtz Wealth Management CEO Josh Brown Invests in FINNY and joins Advisory Board
Renowned podcaster, author, CNBC contributor and wealth management leader backs FINNY as it scales artificial intelligence (AI)-powered prospecting, advances mission to bridge the gap between wealth a
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Phantom Equity Plans Explained: How They Work and Why They’re Valuable
Thinking about ways to keep your top talent from jumping ship? Phantom equity plans might be just what you need — a little-known but powerful tool that’s gaining traction fast. The numbers don&#
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5 Smart Portfolio Diversification Strategies to Protect Your Wealth
Investing today means dealing with market ups and downs that can make your head spin. So a diversification plan increases your chances to keep your wealth from vanishing when markets get shaky, it cut
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Debt vs Equity Financing: The Ultimate Showdown for Entrepreneurs
Finding cash for your venture can be a bit overwhelming — especially when you’re trying to decide between debt and equity financing. To keep it simple: debt financing means borrowing money you&#
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The Ultimate Checklist for Accredited Investor Requirements
A lot’s changed since 1983 when 1.8% of U.S. households qualified as accredited investors. Today, that number’s grown to 14.8% — and these investors control about
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Down Round Protection Explained: Avoiding the Pitfalls
You might’ve noticed a big shift in startup valuations lately: while just 8% of U.S. venture deals were down rounds in 2022, that number jumped to 23% by early 2024. It’
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Self-Employed and Wondering About Retirement? Here’s What You Need to Know
Being your own boss is great, but it comes with a little twist when it comes to retirement planning. And if you’re one of the 16.35 million self-employed workers in the U.S., you’
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Business Succession Planning: Common Mistakes and How to Avoid Them
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Buy-Sell Agreements and Life Insurance: A Comprehensive Guide
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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The Ultimate Guide to Early Exercise of Stock Options
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Everything You Need to Know About Qualified Small Business Stock
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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59 and a half rule: What Should You Do When You Turn 59 ½?
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Cross-Border Financial Planning: Tips from the Experts
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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9 Essential Estate Planning Tips for Expats
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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9 Myths about working with financial advisor
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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11 Essential Questions That Will Transform Your Financial Advisor Search
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Finding Your Perfect Match: A Guide to Financial Advisor Types
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Growing Business, Growing Wealth: Why Entrepreneurs Need Financial Advisors
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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The True Value of a Financial Advisor: What the Data Actually Shows
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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10 Financial Planning Tips for Small Business Owners
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Maximizing Wealth: 11 Tax Planning Strategies for High-Income Earners
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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When Do You Need a Financial Advisor? 7 Clear Signs to Watch For
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Financial Planning for Single Parents: Securing Your Family’s Future
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Navigating Unemployment: 10 Steps to Take After a Job Loss
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Secure Your Future: Retirement Planning Tips for Medical Professionals
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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11 Tips on How to Create a Financial Plan for Freelancers and Gig Workers
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Financial Planning Strategies for Women Entrepreneurs to Build a Thriving Business
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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How to Save for Your Child’s Education: 9+ Tips to Help You Get it Right
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Starting Strong: Financial Tips for Graduates Entering the Workforce
Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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How to Drive Organic Growth: Insights from FINNY
Organic growth isn’t easy. Whether prospecting, chasing referrals or standing out, success takes strategy. That’s why Eden Ovadia, CEO of FINNY, joined WisdomTree’s Office Hours to share act
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FINNY Raises $4.3M in Seed Funding To Build the AI Agent helping Financial Advisors grow
Female-Founded Startup Poised to Disrupt $100T Wealth Management Industry In 2023, I was headhunted by one of the largest financial advisory firms in the US for a role as their Chief of Staff. During
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Ten to Watch in 2025: Eden Ovadia
Serial tech startup founder Uri Levine famously advised entrepreneurs to “fall in love with the problem, not the solution.” Most advisors, however, would love a solution to the problem that Eden
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A Guide to Diversifying Your Crypto Portfolio with Alternative Investments
Learn how to diversify your crypto portfolio with stablecoins, DeFi, NFTs, and more. Manage risk by using FINNY to connect with a financial advisor. Disclaimer: This blog is for informational purposes
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Financial and Tax Management for Medical Practices – 9 Money Tips to Thrive
Learn how to develop a robust financial and tax management strategy to save money and time if you’re in the medical practice. Managing a thriving medical practice business is no small feat. 
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Financial Changes When Moving – What to Expect and How to Adapt
Relocating? Learn 11 key financial changes to expect—housing, taxes, healthcare, and more—plus tips to adapt to the new environment. Disclaimer: This article provides general information and is
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How to Manage 401(K) for Retiring Tech Professionals
401(K) management for retiring tech pros is more than financial planning. Learn how to develop a solid 401(K) management plan to secure your future. Sure, a 401(k) is one of the best tools for securin
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A Beginner’s Guide to Financial Management for Small Business Owners
Learn practical tips for managing your small business finances, from budgeting to cash flow, taxes, and more in this guide. Starting a small business is exciting …until you run into financial roadbloc
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How to Maximize Your Restricted Stock Units – A Smart Investor’s Guide
Just received Restricted Stock Units? Learn what they are, how they’re taxed, and whether to hold or sell to make the most of this employee benefit. If you’ve just received Restricted Stock Units (RSU
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Finny and the Great AdvisorTech Acceleration
Victoria Toli, one of the three co-founders of Finny, describes her startup as “Hinge for financial advisors,” drawing a parallel to the popular dating app. The comparison makes sense in a few ways. Y
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The future of AI sales tech
Why Vertical-specific Solutions Matter The recent article “Death of a Salesforce” by Andreessen Horowitz paints an exciting picture of how AI will transform sales technology. At FINNY AI,
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Kitces Takes on Industry Trends
I learned a lot hearing Kitces talk at the Morningstar annual conference. So thought I’d relay some of his insights here. 1. Technology forces the constant evolution of the financial advisor’s profess
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The Future of Financial Advice is Already Here
AI + Finance Last night I moderated a panel for the Museum of American Finance at Betterment’s headquarters in the Flatiron District of New York City. A couple hundred people from the intersection of
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Who’s Who in AI-AdvisorTech
First up, those nominated who have creator mode turned on (also who I think are Ai-first AdvisorTech companies): Who don’t have creator mode turned on: Also mentioned (maybe not Ai-Advisortech,
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