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.

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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.

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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 slice of new revenue

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

It trails only while they stay

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

FAQ

Common questions about FINNY Pricing

How much does FINNY cost?

FINNY's basic pricing is $50 per month, plus 20bps on AUM from FINNY-sourced new clients. We charge on new assets FINNY helped you bring in, not on your entire book. Enterprise and larger firms can contact sales@finny.com for additional pricing options.

What is the 20 bps fee charged on?

The assets of new clients FINNY is attributed with helping you win. Not your whole book, and not your existing clients. FINNY sourcing is tied to outreach activity - simply surfacing a name in a prospect list does not count as sourcing.

If I bring in more assets from an existing client (share of wallet), do you charge on that?

Not charged. Net-new assets from existing clients prior to joining FINNY are not captured by our system: the pricing model is only applied to net-new accounts that were funded. If FINNY's data uncovers more assets on someone who was already your client, we will not bill on that.

What kind of revenue is the fee based on?

In scope: asset-based advisory fees only. Out of scope: commissions, flat fees, insurance products, and annuities; FINNY does not charge on any of those. If a client is partly commission-based or advice-only, we charge only on the asset-based advisory portion; the commission or advice-only portion is not billable.

When does the fee stop?

When the client leaves. The fee is tied to the living client relationship, not a term of years, so we do not cap it at a fixed number of years. It is billed quarterly in arrears on a quarter-end snapshot, so in a down market the fee falls with you.

If a client I brought in through FINNY grows their assets, do you bill on the growth?

Yes. It is billed at the account level, every quarter, on the total. We take the upside and the downside with you. In a bad market downturn, we take the hit too.

How and when am I billed?

The $50 seat fee is monthly. The 20 bps fee is billed quarterly in arrears: a snapshot of the assets in the attributed account on the last business day of the quarter, billed at 5 bps for that quarter (the 20 bps annual rate divided by four). Billing only starts after your paid signup is completed and your account is activated.

Is the $50 per user or for the whole firm, and are there any other fees?

The $50 is per advisor seat, per month. Beyond that, if FINNY helps you find a new client, there is an asset-based fee (20 bps) associated with that client. Everything in the platform is included at $50. Optional add-ons, like dedicated Growth Strategist support, are available for firms that want them.

What makes a client "FINNY-sourced" for billing?

Two conditions, both required: your firm sent outreach to the person through FINNY, and they were not already your client. If both are true, they are a FINNY-attributed lead. Attribution is confirmed off custodial data - the assets that show up in the account - not the CRM.

How does FINNY know which clients it helped me win?

Every lead your firm sends outreach to through the platform is tagged in our system as a FINNY-attributed lead. If and when that lead closes and funds an account, it shows up in your custodian feed, and we match it back to the attributed lead, and that account is what the 20 bps applies to. Searching, opening a prospect card, or enriching a record does not attribute anyone; the test is outreach sent, not visibility.

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

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

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