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SalesFINNY AI Inc.

FINNY

AI prospecting and marketing platform built for financial advisors.

Categories
SalesFinance
Pricing
PAID
Hosting
Cloud
Platforms
Web
Verified
Jun 16, 2026

FINNY is an AI growth platform purpose-built for financial advisors and wealth managers, automating prospecting, outreach, and marketing. Its proprietary F-Score engine scores and prioritizes prospects from thousands of data points per lead, while Intent Search surfaces high-intent prospects from billions of daily-updated signals and Multi-Channel Campaigns automate personalized outreach across email, LinkedIn, voicemail, and direct mail.

Pros & cons

  • Built specifically for financial advisors
  • F-Score prospect prioritization
  • 1.8B daily-updated intent signals
  • Automates multichannel outreach
  • Osaic broker-dealer partnership
  • No public/self-serve pricing
  • Demo-only onboarding
  • US wealth-management focus
  • Newer entrant vs incumbents

Tags

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