FINNY × LPL · Growth for LPL Advisors
Pay as you
Grow.
We run growth. You do the advising.
Our AI-native growth engine is now available directly through LPL.
$50 a month for unlimited access to the whole platform.
More than software
We’re your growth team.
A software company sells you a tool and bills you whether it works or not. We do the opposite. We find the clients, run the outreach, and earn our keep when you win.
Another platform to manage
Sells you a tool.
- Hands you the software to run yourself.
- Bills you whether it works or not.
- Wins when you renew.
FINNY
Runs your growth for you.
- Finds the clients and runs the outreach.
- Gets paid only when you win.
- Wins only when you do.
The platform is basically free
Everything you get for $50 a month.
Hunter, your AI growth officer
Runs your growth 24/7, even when you sleep.
The F-Score
Matches you to the right potential clients across 300M+ profiles.
Unlimited prospect & client data
Unlimited usage, no caps.
Multi-channel outreach
Email, social media messaging, and more, personalized to each family, in your voice.
Content creation
Posts and articles that build your brand.
CRM enrichment
Identify opportunities for growth using your own book.
Compliance built in
Trained on industry guardrails, plugs into your compliance tools.
All upcoming features
Website builder, SEO agent, newsletters, daily Next Best Action.
FINNY × LPL Volume-tiered pricing
Start at 20 bps. Tier down as you grow.
Everyone starts at $50/mo + 20 bps on newly converted assets. For LPL advisors, the rate steps down through marginal bands so each dollar FINNY brings you is priced by the band it falls into, and keeps that rate for its lifetime. Floor is 12.5 bps.
President’s Club
At $50M in lifetime converted AUM, you unlock FINNY President’s Club:
- Early access to new features
- A voice in product-roadmap decisions
- Invitations to exclusive winners’ trips
How it adds up
Move the slider. Watch the rate fall.
Growth Calculator
Move the slider below to see how growth lowers your rate and lifts your take-home. The more we grow your book, the less you pay.
Tiers are aggregated across every client we source, so your blended rate falls as you grow. Paid only while each client stays. Your existing book is never charged.
With LPL as your custodian, everything is automated and transparent.
We built direct integrations with LPL to handle attribution and reconciliation automatically. Every dollar FINNY sources is tracked and attributed, making it easy for you to see exactly what growth FINNY drove, down to the client.
Attribution you can audit
Every new client and dollar FINNY brings you is tagged at the custodian. No self-reporting, no guesswork.
Tracked via LPL
The tiered fee is calculated for you and billed quarterly in coordination with LPL data. Nothing to reconcile by hand.
Full transparency on growth
See FINNY-attributed AUM, your blended rate, and your take-home in one place — verified against custodian records.
See FINNY in action
Watch how it works.
Watch a full walkthrough of the platform, from finding prospects to booking meetings.
How it works · Pay as you grow
Easy, predictable growth.
We win you a client
FINNY finds and connects a client you weren't reaching. Brand-new assets, brought to you.
You share a small slice
Pay a tiered slice of the new assets from clients FINNY sources. As you grow, the rate drops.
It trails only while they stay
You pay as they pay you. The day a client leaves, the fee stops.
The F-Score
Every potential client, ranked by likelihood to convert.
FINNY evaluates each prospect’s similarity to your current clients, alignment with your niche and affinities, and their individual money-in-motion life events to assign personalized F-scores to predict their conversion potential.
300M+
Detailed North American adult profiles
Automatic
Daily database refreshes for intent signals and life changes
Personalized
Matched to your individual profile and existing clients
Multi-channel outreach
Outreach that runs itself.
FINNY picks the best channels for each campaign, personalizes every message, and handles the follow-ups — so outreach happens on autopilot, in your voice.
You asked, we listened
The model advisors actually want.
9 in 10
advisors would rather grow and share 20bps than not grow at all.
74%
prefer a smaller fee that recurs while value is being provided, over one big upfront fee.
#1
feature advisors requested: the fee stops when the client leaves. You asked, we listened.
Independent survey of >100 U.S. financial advisors (AlphaSights), June 2026.
In their own words
Advisors growing with FINNY, in their own words.
Conflict-free · No minimums · Pay as you grow