The organic growth engine for financial advisors.
From hello to close, FINNY is the AI growth officer for financial advisors — guiding every step of the way, from building your brand to closing your next client. We’ve got your growth.
Most advisors are great at advising — they were never taught how to market. Finding the right new clients, building a brand they trust, showing up consistently — there’s never enough time for all of it.
That’s why we built FINNY — to own that part. We get the right prospect in front of you at the right time, with the right message, then follow up until they’re on your calendar.
One platform. Every part of growth.
A whole marketing team in one tool. 24/7
Surface the leads worth your time
No noise. Just the people worth your time.
Cold lists go cold. FINNY catches money in motion — scanning millions of households for the signals that matter and ranking every match with an F-Score by likelihood to convert.
Raymond Ellison
Business sale signal
Marguerite Salas
Succession planning
David Okafor
Owner 25+ yrs
Build the brand that brings them in
Now you’re the advisor they Google.
FINNY learns your voice and writes the LinkedIn posts, market updates, and articles your prospects actually care about — so you stay top of mind without writing a thing.
Dana Reyes, CFP®
Founder · 2h
Selling a business you built for decades? The biggest tax decisions happen the year before the sale — here are three moves most owners miss…
Run it on autopilot
A marketing team that never clocks out.
Hunter plans campaigns from real signals, then handles every send and follow-up across email and LinkedIn. Approve before each goes out, or let it ship — and we tell you when a meeting hits the calendar.
Sharper every day
Built to grow with you.
Every prospect, visit, campaign, and meeting becomes data the system learns from. The next campaign starts smarter than the last — your targeting tightens and your timing gets better.
Recognized as the leader in Wealth Management Growth
Wealthies 2025 Winner
Best Marketing & Lead Generation
Morningstar Best in Show
Annual Fintech Showcase
Demo Drop Showcase
Innovation in wealth management
“FINNY is solving the biggest challenge advisors face today: finding and connecting with the right clients. Advisors are great at building relationships, but they don’t have the time — or the right tools — to consistently find new prospects.”
Ready to turn on growth?
Set up your first campaign in about 10 minutes. FINNY does the rest.