FINNY Named Anchor Technology Partner in OneSeven’s New AdvisorGrowth IQ Platform

We're proud to announce that OneSeven, one of the fastest-growing wealth management platforms in the country, selected FINNY from among 25+ possible AI vendors to be an anchor technology partner for AdvisorGrowth IQ, OneSeven's newly launched AI-powered growth engine for advisors.

AdvisorGrowth IQ brings together marketing strategy, brand positioning, thought leadership, audience targeting, prospect intelligence, personalized outreach and appointment generation into a single system built on a FINNY backbone. The result is an engine that enables OneSeven's advisors to build scalable prospecting processes without spending their days building lists, writing content or managing disconnected campaigns by hand.

As part of the engine, our platform gives OneSeven's advisors easy, automated ways to identify prospects, enrich profiles, recognize financial signals and execute personalized, multichannel outreach.

"Our core focus is growth, partnership and innovation. We listened to our advisors, and they told us they want to grow organically without having to spend their days building prospect lists, writing content or managing disconnected marketing campaigns," said Todd Resnick, CEO of OneSeven.

OneSeven was an early adopter of FINNY's Pay-As-You-Grow model for its alignment between advisors and their growth partner, and the ease with which it could be implemented.

"At OneSeven, we focus on providing our advisors with the best possible tools to succeed, without adding dead weight," said Adam Blumenthal, Chief Growth Officer. "We've evaluated hundreds of AI tools and chose to partner with FINNY for two reasons: it offers the quickest path to sustainable organic growth for our advisors, and because the incentives line up - they only win when we do."

OneSeven has been one of the industry's fastest-growing RIA platforms: the firm crested $10 billion in assets under management in June, after closing 2025 with more than $8.6 billion in AUM, up from roughly $3.5 billion a year earlier, adding more than 70 advisors and staff across 12 partner firms.

"OneSeven has built one of the fastest-growing platforms in our industry, and that kind of growth doesn't happen without a real commitment to giving advisors the best possible tools," said Eric Phillips, VP of Sales at FINNY. "Being named an anchor partner in AdvisorGrowth IQ says a lot about where OneSeven is taking its advisors next, and we're glad to be part of that."

You can read OneSeven's full announcement on PR Newswire.