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FINNY
In one line: AI growth officer for advisors that finds money-in-motion prospects, ranks them with an F-Score and runs outreach.
| Best for | Advisors who want AI-sourced prospects and automated, personalized outreach |
|---|---|
| Category | Prospecting & lead gen |
| Free option | Not confirmed; check vendor site |
| Pricing | $50/advisor/mo + 20 bps on sourced assets · See all plans (as of October 22, 2026) |
| Website | www.finny.com/ |
| Last checked | October 22, 2026 |
What it does
FINNY says its AI scans millions of households for signals such as a new home, a job change, an inheritance or a retirement, and ranks each match with an F-Score for likelihood to convert. Its agent drafts personalized messages, market updates and articles in your voice and runs multi-channel campaigns and follow-ups, which you can approve before they go out. It won Best AI Marketing and Lead Generation Technology at the Wealthies in 2025 and 2026, and says it maintains an ongoing SOC 2 Type 2 examination program.
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Alternatives to FINNY
Catchlight
Firms prioritizing leads and referrals they already have
FINTRX
Researching firms, recruiting and wholesaling
Indyfin
Getting discovered through reviews and matching
LinkedIn Sales Navigator
Finding and researching prospects on LinkedIn
Compare: FINNY vs Catchlight · FINNY vs FINTRX
FAQ
What is FINNY?
AI growth officer for advisors that finds money-in-motion prospects, ranks them with an F-Score and runs outreach.
Who is FINNY best for?
Advisors who want AI-sourced prospects and automated, personalized outreach. It is in our prospecting & lead gen category.
How much does FINNY cost?
As of October 22, 2026, FINNY's website lists: Pay As You Grow, $50/advisor seat/month; Enterprise, Contact vendor.
What are alternatives to FINNY?
Catchlight, FINTRX, Indyfin, LinkedIn Sales Navigator.