FINNY

AI Growth & Prospecting Platform for Financial Advisors

FINNY is an AI-native growth platform for financial advisors that identifies and ranks prospective clients, then automates personalized outreach, follow-up, and meeting scheduling on the advisor's behalf. Its AI scans millions of households for money-in-motion signals, job changes, inheritances, home purchases, retirement, and assigns each prospect an F-Score reflecting likelihood to convert. It serves individual advisors as well as enterprise wealth management firms.

Alternatives & similar tools

Related picks from editorial notes.

Also mentioned

ZoomInfo (general B2B contact/lead database
not advisor-specific)
Snappy Kraken (marketing automation for financial advisors
less AI-driven prospecting)
FMG Suite (advisor marketing platform
more template-based than AI-native)

Features & details

Full overview from our catalog (read-only reference).

Category (short)

AI Growth & Prospecting Platform for Financial Advisors

Sponsored note

Target audience

Individual financial advisors, RIAs, and broker-dealers who want to reduce time spent prospecting and outsource top-of-funnel growth to AI. Not ideal for: advisors uncomfortable paying a success fee tied to sourced client revenue, or firms outside wealth management and financial advisory.

Best for

Pricing notes

Verified July 2026 via finny.com/terms and industry reporting. The standard Flexible Starter Package costs $500 per month per end user, plus a one-time success fee equal to 25% of the annual advisory fee generated from any client sourced through the platform. An optional Premium add-on costs an additional $500/month and includes monthly coaching check-ins and campaign management. Enterprise pricing for large wealth firms is custom and typically combines licensing fees with success-fee-based incentives.

Pros & cons

Editorial notes to help compare fit before opening the vendor site.

Pros

Highly targeted, vertical-specific AI built only for financial advisor prospecting
Strong early traction and funding (YC, $17M Series A, 400+ firms)
Automates the full outreach-to-meeting pipeline, not just lead scoring
Enterprise option available for large, multi-advisor wealth firms

Cons

Success-fee component makes long-term costs hard to predict
$500-$1,000/month per advisor is a meaningful cost for solo practitioners
Narrow applicability outside financial advisory
Relatively young company (founded 2024) with an evolving product line

Review notes

Context from the listing review and editorial research.

Disambiguation note: multiple financial products use the "Finny" name; this entry covers finny.com, the B2B AI growth/prospecting platform for financial advisors, which is distinct from usefinny.com, an unrelated consumer AI money-coaching app. FINNY is Y Combinator-backed, raised a $17M Series A, is used by 400+ advisory firms, and expanded via a partnership with Osaic and an enterprise deployment with Mercer Advisors.

Extended features

In-depth description and capability notes.

F-Score prospect ranking based on life-event and financial signals Automated, personalized multi-channel outreach (email, LinkedIn, etc.) AI-generated content: market updates, articles, and outreach messages in the advisor's voice Autopilot campaign planning and automated follow-up sequencing Automated meeting scheduling via calendar integration Continuous learning from campaign performance to improve targeting Enterprise tier for centralized marketing across hundreds of advisors Role-based permissions and compliance guardrails for enterprise deployments

Use cases

An independent financial advisor uses FINNY to automatically identify local prospects going through a major life event, receive a ranked, prioritized list, and let FINNY's AI agent send personalized outreach and follow-ups until a qualified prospect lands a meeting on the advisor's calendar.