FINNY

About FINNY

FINNY is a proactive prospecting platform designed for financial advisors to grow their client base organically. It combines AI-driven data analysis with a proprietary scoring system to identify prospects most likely to convert and tracks major life events to time outreach effectively. The platform offers automated outreach, research, content generation, and channel sequencing, enabling advisors to focus on relationship building and high-quality client service. Based in New York, FINNY positions itself as a leader in wealth management growth and is backed by notable investors, including Y Combinator.