Visionary Square Brings FINNY to Its Network of Independent Advisors

Today we're sharing news that represents a new kind of partnership: Visionary Square is bringing FINNY to every advisor in its network, and paying for their monthly subscription costs. This means their advisors will be able to quickly upgrade their prospecting and outreach capabilities with minimal friction.

Visionary Square is a $24 billion hybrid RIA (registered investment adviser) that supports more than 250 advisors across 140 partner firms nationwide. Those advisors now have access to FINNY's AI-powered prospecting tools and Hunter, our AI growth agent.

We started FINNY because we believe advisors should be able to achieve growth without a dedicated marketing team or agency. This move by Visionary Square puts that belief into practice across an entire network.

Independence, with the right support

Visionary Square, formerly the Independent Advisor Alliance, helps independent advisors build and scale their businesses. Its partner firms get support across strategy, operations, compliance, technology, and growth, while keeping the independence that drew them to the model in the first place.

As Visionary Square CEO Robert Russo put it: "Our focus at Visionary Square has always been to give advisors the tools, resources and support they need to grow successful businesses without sacrificing their independence."

That idea is close to our hearts: advisors of all kinds should have access to modern growth tools.

What advisors in the network get

FINNY is a financial advisor marketing suite built around one job: helping advisors find the right people and start real conversations with them at a receptive time. Advisors at Visionary Square partner firms now have unlimited access to:

Prospect matching based on the niches they serve, similarity to their existing clients, and money-in-motion signals
The F-Score, our proprietary ranking of which individuals are most likely to be a fit for a specific advisor
Personalized outreach tools that turn a prospect list into conversations
Hunter, our AI growth agent, which helps with growth strategy, content, and campaign execution

Visionary Square is covering the monthly subscription for its partner firms, so getting started takes one less decision. The relationships, and the advice, stay with the advisor.

What's next

Visionary Square joins a growing group of firms adopting enterprise AI for RIAs to support advisor growth. We're looking forward to working with advisors across Visionary Square's network and learning from how they grow.

A big thank you to Robert Russo, David Buzo, and the whole Visionary Square team for investing in their advisors, and to everyone on both teams who made this happen.

This is just the beginning.