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FinTurk
In one line: AI-native CRM for financial advisors with a built-in assistant (Finn) and the FinBox AI email inbox.
| Best for | RIAs that want a CRM with AI built in rather than bolted on |
|---|---|
| Category | CRM & client follow-up |
| Free option | Not confirmed; check vendor site |
| Pricing | From $90/user/mo (annual) · See all plans (as of October 22, 2026) |
| Website | www.finturk.com/ |
| Last checked | October 22, 2026 |
What it does
FinTurk is a CRM built for advisors with reports and dashboards, a visual automation builder, model portfolios with drift monitoring and CashSweep, and a native AI meeting notetaker. Its assistant, Finn, can draft tasks, automations and changes that take effect only after you approve them. FinBox, announced October 21, 2026, brings a Microsoft 365 or Gmail inbox into the CRM, links emails to client records, drafts replies from client account information and suggests CRM updates and follow-ups; it is rolling out in early access. FinTurk says migration is included and done by its team.
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Alternatives to FinTurk
Wealthbox
Advisors who want a modern, easy-to-use CRM
Redtail CRM
Advisors who want a widely used, advisor-specific CRM
Practifi
Growing RIAs that want structured workflows
Advyzon
Firms that want CRM, reporting and more in one system
Compare: FinTurk vs Wealthbox · FinTurk vs Redtail CRM
FAQ
What is FinTurk?
AI-native CRM for financial advisors with a built-in assistant (Finn) and the FinBox AI email inbox.
Who is FinTurk best for?
RIAs that want a CRM with AI built in rather than bolted on. It is in our crm & client follow-up category.
How much does FinTurk cost?
As of October 22, 2026, FinTurk's website lists: Pro, $90/user/month billed annually, or $99 quarterly; Max, $135/user/month billed annually, or $149 quarterly; Enterprise, Custom.
What are alternatives to FinTurk?
Wealthbox, Redtail CRM, Practifi, Advyzon.