FINNY is the first AI platform built specifically to help advisors grow their books of business.

FINNY leverages cutting-edge machine learning to help advisors identify, prioritize, and automate the outbound to high-potential prospects, essentially allowing them to prospect in their sleep. Its AI-driven outreach tools empower advisors to efficiently scale client acquisition by automating personalized email, LinkedIn, voicemail, and direct mail sequences—all while preserving the high touch required in financial relationships.