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FINNY
Client Engagement
Luminaries 2025 Impact Statement
FINNY is redefining how financial advisors approach growth with the first all-in-one prospecting platform built specifically for the wealth management industry. Before FINNY, advisors relied on a fragmented set of tools — lead lists, email automation, LinkedIn messaging — to try to connect with new prospects. FINNY brings everything into one seamless workflow: identifying the right prospects, prioritizing them based on fit and timing, launching outreach across multiple channels and managing follow-ups automatically. With a proprietary database of millions of records, a predictive F-Score matching engine and automated outreach tools, FINNY helps ensure that prospecting is targeted, scalable and seamlessly integrated into an advisor’s workflow.
