Welcome to FINNY

Last updated: November 6, 2025

Welcome to FINNY — the AI-powered growth engine built specifically for independent financial advisors.

FINNY helps you identify, prioritize, and engage high-potential prospects with less guesswork and more precision.

Why FINNY Exists

  • Many advisors waste 50–60 hours chasing weak leads or unqualified prospects.

  • Organic growth (referrals, content, events) is unpredictable, especially when you’re trying to scale.

  • With FINNY, the goal is to offload the “hunting” work so you can focus on what matters: relationships and client delivery.

  • We’re building what we call “the OS for independent financial advisors” — starting with growth and expanding from there. 

What FINNY Does (3-Step Approach)

FINNY is built around a three-phase workflow:

Phase

Function

What You Get

1. Prospect Identification

We tap into a proprietary database of millions of records, continually updated with life events and financial triggers. 

You get a rich pool of potential leads that match your niche.

2. Prospect Prioritization

Each prospect is scored using our F-Score — a predictive match score unique to your profile and their data. 

A ranking of who’s most likely to convert right now.

3. Outreach & Engagement

Depending on your preference, FINNY can:  • Automate personalized outreach  • Suggest hyper-personalized messaging  • Notify you when a meeting is booked 

You can stay hands-off or stay in control — FINNY works alongside you. 

Core Capabilities & Highlights

  • Unlimited or deep search filters — search by demographics, life events, asset data, professions, geography, etc. 

  • Intent Search (newer feature) to target prospects showing high buying intent. 

  • Automated outreach across channels (email, potentially SMS, voice, direct mail) — built over time. 

  • Smart prioritization via F-Score: tailor the ranking to your unique practice. 

  • Continuous data enrichment — FINNY is always updating prospect profiles with new signals. 

Who FINNY Is For

  • Independent financial advisors looking to grow their book without relying solely on referrals

  • Advisors who want to systematize and scale their prospecting

  • Professionals who prefer a hybrid of AI + human control (you can choose how much automation)

  • Firms who want a more predictable pipeline

How This Fits in Your Workflow

  1. You define your ideal niche and onboarding profile

  2. FINNY surfaces prospects and ranks them

  3. You review profiles, choose which ones to engage

  4. You let FINNY assist (or fully run) outreach

  5. You close conversations, onboard clients, and reinforce your brand

Your job shifts from finding leads to nurturing relationships — with FINNY doing the heavy lifting in the background.

What’s Next

  • Use the Product Tour to see FINNY in action

  • Set up your profile and onboarding

  • Start exploring your personalized Feed

  • Try running a search or building your first list