FINNY AI has partnered with Visionary Square to provide AI-powered prospecting and client acquisition technology to more than 250 independent financial advisors across 140 partner firms. Under the agreement, Visionary Square will cover subscription costs for its partner firms, giving advisors access to FINNY’s tools without adding individual technology expenses. FINNY uses artificial intelligence and proprietary data to help advisors identify potential clients based on their areas of specialization, similarities to existing clients, and signals that individuals may be preparing to move financial assets. Its proprietary F-Score ranks prospects according to their potential fit with an advisor’s practice, while personalized outreach capabilities help turn identified opportunities into client conversations.
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“Independent advisors should be able to grow without needing a full marketing team, or needing to learn cumbersome new systems. FINNY is the easy way for independent advisors to actually find and win new clients,” said Eden Ovadia, co-founder and CEO of FINNY. “Visionary Square continues to support advisor independence by providing them with the resources to build stronger businesses, and adding FINNY hands its advisors a powerful new way to connect with prospective clients. ”Visionary Square is a hybrid registered investment advisor that oversees $24 billion in assets under supervision and provides technology, compliance, operations, marketing, and practice management resources to its advisor network. By covering FINNY’s subscription costs, the firm aims to make AI-driven business development more accessible.
