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FINNY pricing
Short answer: Per FINNY's pricing page (checked October 22, 2026): $50/advisor/mo + 20 bps on sourced assets. All 2 listed plans and options are below.
FINNY plans and prices
| Plan | Price | Note |
|---|---|---|
| Pay As You Grow | $50/advisor seat/month | plus 20 bps a year on new assets from FINNY-sourced clients, billed quarterly while they stay |
| Enterprise | Contact vendor |
Prices as of October 22, 2026, in USD, as listed on FINNY's pricing page. Vendors change prices often; confirm before you buy.
- FINNY says the 20 bps fee applies only to new clients it sourced through outreach, never to your existing book, and stops when the client leaves.
- Optional add-ons such as dedicated Growth Strategist support are available.
What drives your FINNY bill
- Priced per user (or per advisor/seat), so cost grows with headcount.
- Annual billing or an annual term applies to some or all plans.
Before you buy
- Model the 20 bps trail against your fee on a typical new client.
- Have compliance review automated outreach and content.
- Ask how sourcing is attributed (FINNY uses custodial data).
FINNY pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| FINNY | $50/advisor/mo + 20 bps on sourced assets | None listed | Pricing details |
| Catchlight | From $2,500/yr | None listed | Pricing details |
| FINTRX | Contact vendor | None listed | Pricing details |
| Indyfin | From $99/user/mo | None listed | Pricing details |
| LinkedIn Sales Navigator | From $119.99/mo | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: FINNY review · FINNY alternatives · Best prospecting and lead generation tools
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FAQ
How much does FINNY cost?
Pay As You Grow: $50/advisor seat/month; Enterprise: Contact vendor. Prices as of October 22, 2026.
Does FINNY have a free plan or trial?
FINNY's pricing page doesn't list a free plan or trial as of October 22, 2026. Ask the vendor about demos or pilots.
What should I ask FINNY about pricing?
Model the 20 bps trail against your fee on a typical new client. Have compliance review automated outreach and content. Ask how sourcing is attributed (FINNY uses custodial data).