FINNY Inc. ("FINNY"), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced a new relationship with Osaic, Inc. ("Osaic"), one of the nation's ...

The New York-based startup’s platform will plug into Osaic’s national network as firms lean harder on data and automation to ...

Multiple fintech firms announce new AI integrations while Docupace subsidiaries eliminate over 200,000 hours of manual work ...

Artificial intelligence-powered prospecting and marketing tool FINNY received a significant boost this week from Ritholtz Wealth Management CEO Josh Brown. Processing Content Brown invested in the ...

Prizm, Holistiplan partner on 1-click insurance reviews for advisers; BlackRock, Partners Group launch private markets SMA; ...

Finny, an AI-powered prospecting and marketing platform for RIAs, has announced a new partnership with Integrated Partners, a national RIA with more than $22 billion in assets under advisement. The ...

FINNY, a New York-based marketing platform, has partnered with RIA firm Integrated Partners a Waltham, Mass.-based $22 billion assets under advisement advisory firm. As part of the relationship, FINNY ...

Renowned podcaster, author, CNBC contributor and wealth management leader backs FINNY as it scales artificial intelligence (AI)-powered prospecting, advances mission to bridge the gap between wealth ...

Victoria Toli, one of the three co-founders of Finny, describes her startup as “Hinge for financial advisors,” drawing a parallel to the popular dating app. The comparison makes sense in a few ways.

New partnership with Integrated, as well as advisory board additions from Mission Wealth and Lido Advisors, reinforce FINNY’s position as leader in AI-driven advisor growth solutions As part of its ...

FINNY, the AI-powered prospecting and lead generation platform for advisors today announced a $17 million Series A funding round led by Venrock, with participation from other new investors including ...