FINNY AI

FINNY AI is a growth platform for financial advisors that automates prospecting, outreach and follow up. Its AI scans data on millions of households for life signals such as job changes, home purchases, inheritances and retirements, ranks each prospect with an F Score that estimates likelihood to convert, and writes emails, social messages and articles in the advisor's own voice. Campaigns run across channels on their own, and the advisor is notified when a meeting is booked or a prospect replies. It suits independent advisors and advisory firms that want a steady pipeline without hiring marketing staff. The platform bundles Hunter, an always on AI growth officer that runs the outreach cycle, unlimited prospect and client data, CRM enrichment to find growth in the existing book, content creation, and compliance guardrails that connect to existing compliance tools. A website builder, SEO agent, newsletters and a daily Next Best Action feed are listed as upcoming. Pricing follows a pay as you grow model. The platform costs $50 per advisor seat per month, which includes everything. On top of that, FINNY charges 20 basis points annually on the assets of new clients it sourced, billed quarterly in arrears at 5 basis points per quarter on a quarter end snapshot. The fee applies only to asset based advisory revenue, never to the advisor's existing book, commissions, flat fees or insurance products, and it stops when the client leaves. Enterprise and larger firms can contact sales for other options.