# FINNY > FINNY is the AI growth officer for financial advisors — from brand-building to client close, FINNY guides advisors through every step of organic growth. FINNY AI, Inc. is a YCombinator-backed company building software for registered investment advisors (RIAs) and their teams. The product, an authenticated web application at app.finny.com, helps advisors identify high-fit prospects, engage them across email and other channels, enforce brand voice and compliance rules, and convert outreach into client meetings. The marketing site at finny.com (this site) hosts product information, the company blog, legal policies, and partnership landing pages. This file is the expanded companion to [/llms.txt](https://finny.com/llms.txt) and follows the [llms.txt](https://llmstxt.org/) convention. It contains summaries and, where short, the full content of key pages, so language models can ingest authoritative information about FINNY without crawling individual URLs. ## Product URL: https://finny.com/product FINNY's Growth Engine turns data into prospects and prospects into clients. The product covers the full advisor growth lifecycle: - **Prospecting**: identifies high-fit prospects from CRM and public data sources, scoring fit based on advisor-defined ideal-client criteria. - **Outreach**: drafts personalized email and other channel outreach in the advisor's voice, with branching follow-up sequences. - **Compliance**: enforces brand voice and pre-set compliance rules automatically across every campaign, so RIAs can use AI without giving up oversight. - **Team workflows**: assigns prospects across team members, prevents duplicate outreach, and tracks performance with shared dashboards and leaderboards. - **Integrations**: connects to the advisor's CRM so inbound leads and outbound prospects stay in one system. - **Leadership**: a single portal for setting KPIs, monitoring activity, and managing team accounts. ## Pricing URL: https://finny.com/pricing FINNY is priced to reflect the value it brings to your firm. $50 a month gets unlimited access to the whole platform. Beyond that, advisors pay as they grow: a flat 20 bps on new assets FINNY sources, with no tiers or price breaks, charged only for as long as each client stays. Existing books are never charged. ## About FINNY URL: https://finny.com/about-us FINNY AI, Inc. is a New York–based company (253 W 28th Street, Floor 5, New York, NY 10001) backed by YCombinator. The team's thesis is that organic growth for financial advisors is a solvable problem when AI handles the repetitive parts of prospecting and outreach while leaving the relationship work to the advisor. The mission is to empower financial advisory firms to grow organically. ## Careers URL: https://finny.com/join-our-team Open roles at FINNY, sourced live from FINNY's Ashby job board (https://jobs.ashbyhq.com/FINNY) so the list always reflects current openings. The page also covers company traction, investors, the FINNY story, and company values. Candidates without a matching open role can reach out at careers@finny.com. ## Compliance URL: https://finny.com/compliance FINNY is built for regulated environments. Compliance features include automatic enforcement of advisor-defined brand voice and disclosure language, audit trails of outbound communications, configurable approval flows, and integration with existing compliance review workflows. The page also provides a contact form for compliance-specific inquiries. ## Blog URL: https://finny.com/blog The FINNY blog covers advisor growth strategy, AI in wealth management, product updates, and case studies. New posts are added regularly; the index page lists FINNY's current writing (older archived posts keep their URLs and stay in the sitemap, but are not listed). Individual posts live under `/blog/`. ## Partnerships - **Focus Partners** (https://finny.com/focus-partners): Strategic partnership landing page describing how Focus Partners' affiliated firms can adopt FINNY for AI-powered advisor growth. - **Osaic** (https://finny.com/osaic): Partnership landing page for Osaic-affiliated advisors. These are partner-specific entry points; the core product is the same across all distribution channels. ## Status URL: https://finny.com/status System status and uptime information for FINNY's services. Use this page to check whether issues you're seeing are platform-wide. ## Legal & security ### Privacy Policy (summary) URL: https://finny.com/privacy-policy Effective date: January 15, 2025 FINNY collects personal data from advisor users, their clients, and prospective clients (via CRM integrations and other channels) to deliver the FINNY service. The policy details: categories of personal data collected, commercial and business purposes, sources, how data is shared (with vendors and as required by law), tracking technologies and opt-out, data security, children's data, and state-specific privacy rights (including California, Colorado, Connecticut, Utah, Virginia). The full, current text is at the URL above — refer to it for the authoritative version, especially before quoting specific terms. ### Terms of Service (summary) URL: https://finny.com/terms FINNY's Terms of Service govern use of the Services by advisors and their organizations. They cover account creation and authorization, acceptable use, customer data and ownership, payments and subscription terms, intellectual property, service availability, warranty disclaimers, limitation of liability, indemnification, term and termination, and dispute resolution. The full, current text is at the URL above — refer to it for the authoritative version. ### Security Disclosure Policy (full content) URL: https://finny.com/security/disclosure-policy Effective date: May 26, 2026 Finny AI takes the security of our platform and the financial advisors and clients we serve seriously. We appreciate the work of security researchers who help us keep Finny safe, and this policy describes how to report a vulnerability and what you can expect from us in return. **Reporting a vulnerability.** Please email security@finny.com with: a description of the issue and its potential impact; steps to reproduce, including any proof-of-concept code, screenshots, or request/response captures; the affected URL, endpoint, or component; and your name or handle if you would like to be credited. We accept reports in English. Encrypted reports are available — request our PGP key in your initial message. **What you can expect from us.** Acknowledgement of your report within 3 business days. An initial triage assessment within 10 business days, including a severity rating and our expected remediation timeline. Regular updates on our progress until the issue is resolved. Public credit in our security acknowledgements, if desired and once the issue has been remediated. **Safe harbor.** We will not pursue legal action against, or ask law enforcement to investigate, security researchers who: make a good-faith effort to comply with this policy; report vulnerabilities promptly and do not publicly disclose them before we have had a reasonable opportunity to remediate; avoid privacy violations, destruction of data, and interruption or degradation of our service; and only interact with accounts they own or with the explicit permission of the account holder. If legal action is initiated by a third party against you for activities conducted in accordance with this policy, we will make this authorization known. **Scope. In scope:** finny.com and its subdomains (e.g. app.finny.com, staging.finny.dev); Finny's first-party APIs and authenticated web application. **Out of scope:** third-party services that integrate with Finny; social engineering of Finny employees, customers, or vendors; denial-of-service attacks, volumetric attacks, or anything that degrades service for other users; physical attacks against Finny offices or personnel; findings from automated scanners without a demonstrated, exploitable impact; missing security headers, cookie flags, or best-practice configurations without a demonstrated exploit; issues that require a fully compromised victim device or root-equivalent access to exploit. **Rules of engagement.** Use test accounts you have created. Do not attempt to access another user's data. Stop and report immediately if you encounter personal, financial, or other sensitive data — do not download, store, or share it. Limit testing to the minimum necessary to demonstrate the vulnerability. Do not exfiltrate data, install backdoors, modify production data, or pivot to other systems. **Disclosure.** We work with reporters to agree on a coordinated disclosure timeline. By default we ask that you give us 90 days to remediate before public disclosure, though we are happy to discuss shorter or longer windows when the situation warrants it. **Contact.** Security reports: security@finny.com. This policy is also referenced from `/.well-known/security.txt` in accordance with RFC 9116. ### security.txt URL: https://finny.com/.well-known/security.txt Per RFC 9116. Contains the security contact (security@finny.com), the expiry of the file, preferred languages, the canonical URL, and a pointer to the disclosure policy at https://finny.com/security/disclosure-policy. ## Out-of-scope for this file - **app.finny.com**: the authenticated product. Not publicly crawlable; LLMs cannot and should not access user data behind authentication. - **Backend APIs**: Finny's APIs are not public. - **Individual blog posts**: enumerated dynamically at https://finny.com/blog; not listed here to keep this file stable as new posts are added. ## Contact - General / sales / support: sales@finny.com - Security: security@finny.com - Address: 253 W 28th Street, Floor 5, New York, NY 10001