Grow your book. Shrink your workload.
FINNY is the AI organic growth engine designed specifically for Financial Advisors.
“FINNY is solving the biggest challenge advisors face today: finding and connecting with the right clients.”
What would you do with 10 more hours per week?
Picture a week where your pipeline fills itself, your best leads are already ranked and ready, and your outreach is running in the background, all from 15 minutes you spent over coffee on Monday morning.
That’s what FINNY makes possible. Instead of spending hours hunting for prospects or manually following up with shotgun approaches, you’re doing what you do best: having meaningful conversations, building trust, and growing your clients’ legacies.
More of the work you love. Less of the work you don’t.
FINNY can help you…
Build your audience
Use powerful search tools with dozens of filters—from location and industry to net worth, career changes, and more—to find your ideal prospects. Or, skip the search altogether and let FINNY’s ever-refreshing feed surface recommended prospects automatically, so you’re always seeing the most relevant opportunities. Our newest filter, Intent Signals, helps you spot prospects who are actively showing signs they may need financial advice.
Prospect enrichment
Automatically fill in missing data and transform basic contacts into complete profiles with verified emails, LinkedIn links, job history, firmographics, and more. No more switching between tabs or paying for multiple tools—everything you need is built right in.
Smart campaigns
Create personalized, multi-channel outreach in minutes. FINNY picks the best channel for each prospect—email, LinkedIn, or voicemail—handles follow-ups automatically, and alerts you when someone engages. It’s the perfect balance of automation and control: set it, forget it, or jump in when you want a personal touch.
My prospects
Your CRM-lite hub for every lead in your pipeline. View all contact details, engagement history, and campaign activity in one place. No messy spreadsheets, no disconnected tools—just a single source of truth designed for financial advisors.
Website visitors
Your best prospects are already visiting your site. FINNY helps you identify high-intent website visitors, enrich them with verified contact and profile data, and prioritize follow-up based on fit, timing, and intent. Instead of letting warm traffic disappear, turn anonymous traffic into actionable pipeline.
For Individuals
FINNY for individual advisors
Top advisors use FINNY to supercharge organic growth.
- 1
Discover
Explore millions of prospects with filters for thousands of datapoints to find the perfect fit for your niche.
- 2
Prioritize
Prospects are scored by likelihood to convert, similarity to your clients, and key life events—so you always see the most promising leads first.
- 3
Reach out
Automate outreach or stay hands-on. FINNY handles scheduling, follow-ups, and campaign insights, freeing you to focus on real conversations.
For Teams
FINNY for teams
For teams, FINNY combines advanced growth tooling with workflow tools to unify your team under one system.
- 1
Admin tools
Lead your team from one portal—set KPIs, monitor activity, and manage accounts in one place.
- 2
Brand and compliance
Enforce brand voice and compliance rules automatically across every campaign.
- 3
CRM integration
Connect your CRM so inbound leads and outbound prospects stay in one system.
- 4
Team collaboration
Assign prospects, avoid duplicates, and track performance with shared dashboards and leaderboards.
Learn how FINNY can transform your growth workflow
Book demo