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 ...
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 ...
NEW YORK--(BUSINESS WIRE)--FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced the launch of Intent Search, a feature ...
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 NEW YORK, October ...
Finny, an AI-driven prospecting and marketing startup for advisors, has inked a distribution deal with Osaic that will put its technology in the hands of one of the largest advisor networks in the US.
NEW YORK, April 14, 2026--(BUSINESS WIRE)--FINNY AI Inc. ("FINNY"), the AI-powered growth and marketing platform built specifically for financial advisors, today announced the launch of Hunter, a ...
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.
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 ...
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 ...