FINNY Forms Relationship With Osaic to Bring AI-Powered Prospecting to National Advisor Network

FINNY Inc. ("FINNY"), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced a new relationship with Osaic, Inc. ("Osaic"), one of the nation's ...
InvestmentNews

Finny lands Osaic deal to put AI prospecting in front of 11,000 advisors

The New York-based startup’s platform will plug into Osaic’s national network as firms lean harder on data and automation to ...
InvestmentNews

Finny partners with $22B Integrated, adds industry leaders to advisory board

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 ...
Wealth Management

WealthStack Roundup: FINNY Partners with Osaic

AI automation tools save financial advisors over 200,000 hours of manual work as new fintech partnerships emerge across ...
Financial Advisor

Prospecting Firm FINNY Partners With $22B RIA Integrated Partners

FINNY, a New York-based marketing platform, has partnered with RIA firm Integrated Partners a Waltham, Mass.-based $22 billion assets under advisement advisory firm. As part of the relationship, FINNY ...
Financial Planning

AI for advisor growth: FINNY attracts industry leaders

Artificial intelligence-powered prospecting and marketing tool FINNY received a significant boost this week from Ritholtz Wealth Management CEO Josh Brown. Processing Content Brown invested in the ...
Business Wire

FINNY Forms Relationship With Integrated Partners, Adds Leading Wealth Management Marketing Executives to Advisory Board

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 ...
TechCrunch

YC-backed Finny is using AI to match financial advisors with prospects

Financial advisors have a big hurdle when it comes to finding new clients: Cold outreach rarely works. Often, the only way to find a good prospect is to tap your network for warm intros, or trawl ...
Morningstar

FINNY, the AI-Powered Prospecting and Marketing Platform for Advisors, Closes $17 Million Series A Funding Round

Led by Venrock, round follows FINNY’s $4.3 million seed raise in 2024 and will fuel the platform’s meteoric growth since launch “FINNY brings together deep technical, product and machine-learning ...
WealthManagement.com

FINNY AI Raises $17M

FINNY, the AI-powered prospecting and lead generation platform for advisors today announced a $17 million Series A funding round led by Venrock, with participation from other new investors including ...
Morningstar

FINNY Forms Relationship With Integrated Partners, Adds Leading Wealth Management Marketing Executives to Advisory Board

FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced a strategic partnership with Integrated Partners (“Integrated”), a ...