We Take the guesswork out of prospecting.

cUT OUT THE NOISE.
dOUBLE DOWN ON YOUR NICHE.
Spend time prospecting your ideal client.
Join WAITLIST

what we do

We are here to help financial advisors grow, organically.
PIN FOR FINNY AI

Identification

With a proprietary database of millions of records, we help advisors identify prospects who match their search criteria.

ARROWS FOR FINNY AI

PRIORITIZATION

Then, we prioritize prospects based on our predicted likelihood of conversion, unique to each prospect and advisor pair.

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oUTREACH

Lastly, we allow advisors to put hyper-targeted prospect outreach on autopilot with us.

WE HELP YOU CATCH MONEY IN MOTION

the economy produces wealth in predictable, repeatable ways.

recently liquidated

Billions of dollars in capital raises and business sales each year.

recently Retired

Millions of Americans reach retirement age each year.

recently MARRIEd

2 million Americans get married each year.

recently SEPARATED

700 thousand Americans are separated each year.

recently CHANGED JOBS

600 thousand Americans change jobs each year.

recently Moved

30 million Americans move to a new city each year.  

STEP 1

PIN FOR FINNY AI

Identification

On FINNY, advisors can run limitless searches to identify prospects from our millions of records, based on criteria that are meaningful to them.

They can also access their previous searches and saved profiles.

A screenshot of the new search page on FINNY

STEP 2

ARROWS FOR FINNY AI

Prioritization

The resulting prospects are displayed and scored based on likelihood of converting - or, as we like to call it, "F-score", FINNY's secret sauce.

The F-score is unique to each advisor-prospect pair, and it ensures our prospect recommendations are highly personalized to each advisor.

By up-ranking or down-ranking prospects, advisors help us further improve our results.

A screenshot of the resulting prospects financial advisors see when using FINNY AI

STEP 3

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OUTREACH

For each prospect, FINNY produces a curated outreach message highlighting the advisor's shared experience with the prospect as well as their unique offerings.

Advisors can easily keep track of their prospect communications and put those on auto-pilot if they wish, letting our automation take care of any follow-ups.

The prospect deep dive and outreach message generated by AI that FINNY AI users see

A CHALLENGE WE ARE PASSIONATE TO SOLVE

ORGANIC GROWTH IS NOT A MYTH.
Patchwork icon for FINNY AI

No More Patchwork of solutions

Forget about repurposing generic tools for prospecting. Organic growth deserves its own, bespoke solution.

A globe for FINNY AI

No More Casting a net as wide as possible

The future of outreach lies with warm outbound engines that allow for personalized and hyper-targeted messages.

are you ready to accelerate your growth?

Get early access to finny, the first ai-native prospecting tool.
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Join WAITLIST
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Trusted by Advisors at 15+ firms already supercharging their growth

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