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: multi-channel campaigns, lead scoring, LinkedIn actions, website visitor tracking, AI-powered voicemails, intent search, prospect personalization, and pipeline management. Each of those features was valuable on its own. But underneath it all, we were always building toward something bigger.
Hunter is that something bigger.
Hunter is FINNY’s first autonomous growth agent. It is not a chatbot. It is not a content generator. It is an AI Chief Growth Officer that understands each advisor’s niche, voice, client profiles, and strategy – and uses that understanding to plan, create, and execute sales and marketing campaigns on their behalf.
It handles both inbound (content, blog posts, LinkedIn presence, website copy) and outbound (prospecting campaigns, personalized outreach, voicemails) – the full growth motion.
Until now, getting significant value from FINNY required advisors to be marketers. They had to determine what campaigns to run, who to target, and what to say. Hunter eliminates that requirement. It represents the jump from giving someone a toolkit to giving them a virtual marketing team.
It’s easy to use, and becomes more powerful every time you work with it. An advisor can start with a basic request like “help me grow my practice,” and Hunter can take the lead from there.
While simple for the advisor, Hunter is is built on state-of-the-art advances in agentic engineering. Hunter combines memory-first architecture, context engineering, and a learned marketing intelligence layer to know each advisor’s taste, while always biasing toward what works best.
Our Product Advisory Board is already using Hunter, and we will continue rolling it out in the next few weeks.
The early advisor feedback has been unlike anything we’ve seen in two years of building. One advisor told us it “literally solved my biggest stress point.” Another said “This allows me to do my best work, but it’s also doing all of that behind the scenes for us – it will become the most valuable tool for the entire firm.”
But Hunter is bigger than FINNY. It represents a generational move toward achieving a core part of our vision: that the future of wealth management agents will completely abstract away the work advisors shouldn’t need to do – so they can focus entirely on the work that matters. Deeper relationships. Better advice. More time with the people who trust them.

