FINNY announces Pay As You Grow model to support advisor growth →

Pay As You Grow

FINNY is priced to reflect the value that it brings to your firm. Get access to an entire sales and marketing platform for a low subscription fee. Beyond that, you pay as you grow, and only for as long as each client stays. We win when you win.

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.

Crunch the numbers

Move the slider. See how you grow.

Growth Calculator

Move the slider below to see what FINNY costs based on your new AUM.

Total new assets FINNY sources for you(All clients combined)
$43,500,000
$0$15M$30M$45M$60M$75M$100M
FINNY Pay as you Grow fee(20 bps on $43,500,000, flat)
$87,000
New annual advisory revenue
Based on 100 bps advisory fee
$435,000
FINNY Pay as you Grow fee
- $87,000
Your total estimated revenue
Per year
$348,000

Flat 20 bps on every dollar FINNY sources, no tiers, no price breaks. Paid only while each client stays. Your existing book is never charged.

20 bps used as an average for illustration. Enterprise and large firms can contact sales@finny.com for pricing options.

See full terms & conditions

How it works · Pay as you grow

Easy, predictable growth.

1

We win you a client

FINNY finds and connects a client you weren't reaching. Brand-new assets, brought to you.

2

You share a slice of new revenue

Pay a flat percentage on the new assets from clients that FINNY sources for you.

3

It trails only while they stay

You pay as they pay you. The day a client leaves, the fee stops.

More than a vendor. We’re your growth team.

Conflict-free. No minimums. Pay as you grow.