New partnership with Integrated, as well as advisory board additions from Mission Wealth and Lido Advisors, reinforce FINNY’s position as leader in AI-driven advisor growth solutions As part of its ...

Finny, an AI-powered prospecting and marketing platform for RIAs, has announced a new partnership with Integrated Partners, a national RIA with more than $22 billion in assets under advisement. The ...

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Finny, an AI-driven prospecting and marketing platform for advisors, has raised $17 million in Series A funding led by Venrock, as RIAs face mounting pressure to find new sources of organic growth.

Victoria Toli, one of the three co-founders of Finny, describes her startup as “Hinge for financial advisors,” drawing a parallel to the popular dating app. The comparison makes sense in a few ways.

Since April, FINNY’s advisor base has grown tenfold, and those running multi-channel campaigns are closing on average one new client per month and seeing 30% higher engagement. Together, these ...