FINNY's growth engine, up close
See how FINNY turns data into prospects—and prospects into clients.
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 by producing new revenue.
- Wins when you do.
Hunter does the work for you
Identifies the right leads based on affinities and likelihood to convert
Prioritizes and ranks prospects based on money-in-motion events
Creates multi-channel outreach campaigns
Automates follow-up and enables enrichment of existing clients for increasing wallet share
Hunter gets to know you and stores editable memories of your interactions and what it learns about you to personalize everything to your voice.
See it for yourself
Or custom build any campaign you want
All of the functionality of FINNY can be directly managed to build campaigns, even without Hunter.
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, 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 and handles follow-ups, 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.
Get started in just a few clicks
See FINNY in action
Watch a full walkthrough of the platform, from finding prospects to booking meetings.
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
Join Now