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December 18, 2025
FINNY raises a $17M Series A to help great advisors help more people
October 29, 2025
FINNY Forms Relationship With Integrated Partners, Adds Leading Wealth Management Marketing Executives to Advisory Board
August 6, 2025
FINNY Launches Multi-Channel Campaigns and LinkedIn Actions for Automated Outreach
June 18, 2025
Case Study: How Clarity Advisors Grows Without Lifting a Finger with FINNY
June 18, 2025
How Rosefinch Leverages FINNY to Serve a Complex, Cross-Border Niche
June 9, 2025
FINNY Unveils Intent Search to Help Advisors Pinpoint High-Intent Prospects Faster
March 13, 2025
Ritholtz Wealth Management CEO Josh Brown Invests in FINNY and joins Advisory Board
March 10, 2025
Phantom Equity Plans Explained: How They Work and Why They’re Valuable
March 6, 2025
5 Smart Portfolio Diversification Strategies to Protect Your Wealth
March 3, 2025
Debt vs Equity Financing: The Ultimate Showdown for Entrepreneurs
February 26, 2025
The Ultimate Checklist for Accredited Investor Requirements
February 24, 2025
Down Round Protection Explained: Avoiding the Pitfalls
February 22, 2025
Self-Employed and Wondering About Retirement? Here’s What You Need to Know
February 21, 2025
Business Succession Planning: Common Mistakes and How to Avoid Them
February 12, 2025
Buy-Sell Agreements and Life Insurance: A Comprehensive Guide
February 11, 2025
The Ultimate Guide to Early Exercise of Stock Options
February 10, 2025
Everything You Need to Know About Qualified Small Business Stock
February 9, 2025
59 and a half rule: What Should You Do When You Turn 59 ½?
February 8, 2025
Cross-Border Financial Planning: Tips from the Experts
February 7, 2025
9 Essential Estate Planning Tips for Expats
February 6, 2025
9 Myths about working with financial advisor
February 5, 2025
11 Essential Questions That Will Transform Your Financial Advisor Search
February 4, 2025
Finding Your Perfect Match: A Guide to Financial Advisor Types
February 3, 2025
Growing Business, Growing Wealth: Why Entrepreneurs Need Financial Advisors
January 30, 2025
The True Value of a Financial Advisor: What the Data Actually Shows
January 28, 2025
10 Financial Planning Tips for Small Business Owners
January 27, 2025
Maximizing Wealth: 11 Tax Planning Strategies for High-Income Earners
January 23, 2025
When Do You Need a Financial Advisor? 7 Clear Signs to Watch For
January 13, 2025
Financial Planning for Single Parents: Securing Your Family’s Future
January 13, 2025
Secure Your Future: Retirement Planning Tips for Medical Professionals
January 13, 2025
Navigating Unemployment: 10 Steps to Take After a Job Loss
January 6, 2025
Financial Planning Strategies for Women Entrepreneurs to Build a Thriving Business
January 6, 2025
How to Save for Your Child’s Education: 9+ Tips to Help You Get it Right
January 6, 2025
Starting Strong: Financial Tips for Graduates Entering the Workforce
January 6, 2025
11 Tips on How to Create a Financial Plan for Freelancers and Gig Workers
December 30, 2024
How to Drive Organic Growth: Insights from FINNY
December 11, 2024
FINNY Raises $4.3M in Seed Funding To Build the AI Agent helping Financial Advisors grow
December 10, 2024
Ten to Watch in 2025: Eden Ovadia
November 25, 2024
Financial Changes When Moving – What to Expect and How to Adapt
November 25, 2024
Financial and Tax Management for Medical Practices – 9 Money Tips to Thrive
November 25, 2024
A Guide to Diversifying Your Crypto Portfolio with Alternative Investments
November 12, 2024
How to Manage 401(K) for Retiring Tech Professionals
November 11, 2024
How to Maximize Your Restricted Stock Units – A Smart Investor’s Guide
November 11, 2024
A Beginner’s Guide to Financial Management for Small Business Owners
August 12, 2024
Finny and the Great AdvisorTech Acceleration
July 31, 2024
The future of AI sales tech
July 1, 2024
Kitces Takes on Industry Trends
June 24, 2024
The Future of Financial Advice is Already Here
May 15, 2024
Who’s Who in AI-AdvisorTech
FINNY raises a $17M Series A to help great advisors help more people
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