FINNY
HQ Address
253 W 28th Street, Floor 5, New York, NY 10001, United States
Website Address
Business introduction
The organic growth engine for financial advisors
From “hello” to close, our automated prospecting platform guides financial advisors every step of the way
Organic growth isn’t a myth
It’s the result of a system that prioritizes targeted outreach, personalization, and efficiency. FINNY makes prospecting effortless, precise, and personal—so growth happens naturally.
FINNY identifies prospects within your target niche
We do that by aggregating thousands of data points and constantly monitoring for financial opportunities for millions of prospects within our databse.
Prospecting needs to be hyper-targeted
FINNY isn’t just another cold outreach engine. Our data model finds the best prospects, for the advisors best equipped to close.
We need a solution that won’t get forgotten when things get busy
FINNY prospects on autopilot so you can focus on what you do best.
Personalization matters
Choosing an advisor is deeply personal. FINNY helps you break the ice and build trust with your prospects.
FINNY Solutions
FINNY Prospecting Tool
Build your audience Use powerful search tools with dozens of filters—from location and industry to net worth, career changes, and more—to find your ideal prospects. Or, skip the search altogether and let FINNY’s ever-refreshing feed surface recommended prospects automatically, so you’re always seeing the most relevant opportunities. Our newest filter, Intent......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
