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 Signals, helps you spot prospects who are actively showing signs they may need financial advice.

Prospect enrichment
Automatically fill in missing data and transform basic contacts into complete profiles with verified emails, LinkedIn links, job history, firmographics, and more. No more switching between tabs or paying for multiple tools—everything you need is built right in.

Smart campaigns
Create personalized, multi-channel outreach in minutes. FINNY picks the best channel for each prospect—email, LinkedIn, or voicemail—handles follow-ups automatically, and alerts you when someone engages. It’s the perfect balance of automation and control: set it, forget it, or jump in when you want a personal touch.

My prospects
Your CRM-lite hub for every lead in your pipeline. View all contact details, engagement history, and campaign activity in one place. No messy spreadsheets, no disconnected tools—just a single source of truth designed for financial advisors.