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 ...
Referrals are still the name of the game when it comes to earning the trust of the ultra-rich.
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 ...
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 ...
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 ...
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 ...
Financial advisors have a big hurdle when it comes to finding new clients: Cold outreach rarely works. Often, the only way to find a good prospect is to tap your network for warm intros, or trawl ...
Finny, an AI-driven prospecting and marketing platform for advisors, has raised $17 million in Series A funding led by Venrock, as RIAs face mounting pressure to find new sources of organic growth.
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 ...
Led by Venrock, round follows FINNY’s $4.3 million seed raise in 2024 and will fuel the platform’s meteoric growth since launch “FINNY brings together deep technical, product and machine-learning ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results