No Longer a Vendor: Meet Your New Growth Partner

Today, we begin the public rollout of “Pay as You Grow” - the biggest change we have ever made to how we work with advisors. For the last 2 years, we sold the core FINNY platform the way software has always been sold: $6,000/year or $12,000/year committed upfront and billed whether or not it helped you grow.

From today onwards, we are giving away the entire platform for basically free

Under Pay as You Grow, advisors get Hunter, your AI Chief Growth Officer, and the entire FINNY platform for $50 per month per advisor - without any minimum commitment. From there, we only earn more when FINNY helps you win a new client: when a client you won through us funds with your firm, we earn a small fee on those new assets for as long as they stay with you. Worst case, you pay a small subscription fee for an entire marketing platform. Best case, we both grow.

Unlimited use of all of FINNY’s platform is included in this subscription: the database of 300M+ profiles our team has been building for over 2 years, the personalized content generation agents trained on your voice, the compliance guardrails, website visitor identification, the F-score machine learning models that match clients to families, CRM enrichment and pipeline intelligence, and every new feature that we continue to roll out.

Why we’re doing this

When we started FINNY, our goal was to make sure the best advisor got to work with the family they could serve best. We always wanted to make good financial advice accessible to all Americans, and solve the supply and demand mismatch that’s plagued our industry for years. Families can’t seem to find good financial advice, and advisors can’t seem to find clients. We couldn’t achieve this mission if we gated our platform behind a high paywall.

We believe all advisors should get access to the best tools possible, no matter their software budget. Under the old model, our best month was the month you signed. Now, our best month is your best month. As our co-founder Victoria puts it, “We would rather share the risk with advisors than sell them software and wish them luck.”

We’ve already handled all the integrations for you

Our team spent the last year building integrations with the leading industry custodians and portfolio reporting tools, so any advisor can get started in minutes with no additional work required. FINNY can track when a new household funds with your firm, verify whether the relationship began in your FINNY pipeline, and handle attribution and billing from there.

What this means for you

We announced the Pay as You Grow model to LPL Financial advisors last week at Focus, LPL’s national conference, and we are now allowing access in waves. The waitlist is open to every advisor today.

If you are already a FINNY customer, nothing changes unless you want it to: keep your current plan for as long as you like, or let us know you want to switch.

This announcement is bigger than a pricing change. It puts FINNY on the same side of the table as every advisor we serve. Aligned incentives. Shared risk. Shared growth. We are betting on ourselves, but most importantly, we’re betting on you.

Eden