Insights and updates from the FINNY team.
Background Hugh Quinn is a financial advisor at Brown | Miller Wealth Management, a boutique fee-only RIA in McLean, Virginia, just outside Washington, D.C. He earned his CFP® designation in April of
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Jim joined Osaic 25 years ago and has built a thriving practice around individual clients and 401(k) rollovers, specializing in in-service distributions for telecom employees. But despite paying $1,00
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Today, we begin our public rollout of Hunter – the most significant product we have ever shipped. Over the past two years, we have been building the bones of our growth platform piece by piece:
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“In order to separate yourself, you either have to be first — or you have to be different.” For years, growth at Tempo Wealth looked like most successful RIAs: Referrals, reputation, relationships. Ne
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Osaic makes available FINNY’s growth technology to its network of over 10,000 financial professionals to streamline prospect outreach, enhance productivity and scale organic growth NEW YORK – January
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Kevin joined Ausperity Private Wealth, a Sanctuary Wealth Partner Firm, seven months ago, stepping into a growth-focused role with a clear goal: build a repeatable pipeline—without relying solely on r
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If you’re an independent advisor building a practice the right way—conflict-free, relationship-driven, and not reliant on referral programs—you’ve probably felt the same tension Thomas Manetta describ
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To Our FINNY Community, Less than two years ago, we quit our jobs to solve a problem that had been hiding in plain sight. Financial advisors are some of the most important professionals in America. Th
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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 NEW YORK–(B
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New features make FINNY the only platform purpose-built for multi-channel prospecting in wealth management, giving advisors tools to personalize and scale their outreach with ease NEW YORK – August 6t
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Clarity Advisors is a boutique RIA based in Buffalo, New York, led by Michael Brady. After over a decade in the industry—starting under a large Canadian distributor and ultimately launching his o
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Rosefinch is a boutique financial advisory firm specializing in cross-border planning—particularly for UK expatriates living in the United States. The firm bridges the divide between UK and US fi
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NEW YORK–(BUSINESS WIRE)–FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced the launch of Intent Sea
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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 a
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Thinking about ways to keep your top talent from jumping ship? Phantom equity plans might be just what you need — a little-known but powerful tool that’s gaining traction fast. The numbers don&#
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Investing today means dealing with market ups and downs that can make your head spin. So a diversification plan increases your chances to keep your wealth from vanishing when markets get shaky, it cut
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Finding cash for your venture can be a bit overwhelming — especially when you’re trying to decide between debt and equity financing. To keep it simple: debt financing means borrowing money you&#
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A lot’s changed since 1983 when 1.8% of U.S. households qualified as accredited investors. Today, that number’s grown to 14.8% — and these investors control about
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You might’ve noticed a big shift in startup valuations lately: while just 8% of U.S. venture deals were down rounds in 2022, that number jumped to 23% by early 2024. It’
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Being your own boss is great, but it comes with a little twist when it comes to retirement planning. And if you’re one of the 16.35 million self-employed workers in the U.S., you’
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Disclaimer: This article is for informational purposes only and does not constitute financial, legal, or tax advice. Consult a licensed professional for personalized guidance. The information provided
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Organic growth isn’t easy. Whether prospecting, chasing referrals or standing out, success takes strategy. That’s why Eden Ovadia, CEO of FINNY, joined WisdomTree’s Office Hours to share act
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Female-Founded Startup Poised to Disrupt $100T Wealth Management Industry In 2023, I was headhunted by one of the largest financial advisory firms in the US for a role as their Chief of Staff. During
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Serial tech startup founder Uri Levine famously advised entrepreneurs to “fall in love with the problem, not the solution.” Most advisors, however, would love a solution to the problem that Eden
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Learn how to diversify your crypto portfolio with stablecoins, DeFi, NFTs, and more. Manage risk by using FINNY to connect with a financial advisor. Disclaimer: This blog is for informational purposes
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Learn how to develop a robust financial and tax management strategy to save money and time if you’re in the medical practice. Managing a thriving medical practice business is no small feat. 
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Relocating? Learn 11 key financial changes to expect—housing, taxes, healthcare, and more—plus tips to adapt to the new environment. Disclaimer: This article provides general information and is
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401(K) management for retiring tech pros is more than financial planning. Learn how to develop a solid 401(K) management plan to secure your future. Sure, a 401(k) is one of the best tools for securin
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Learn practical tips for managing your small business finances, from budgeting to cash flow, taxes, and more in this guide. Starting a small business is exciting …until you run into financial roadbloc
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Just received Restricted Stock Units? Learn what they are, how they’re taxed, and whether to hold or sell to make the most of this employee benefit. If you’ve just received Restricted Stock Units (RSU
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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. Y
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Why Vertical-specific Solutions Matter The recent article “Death of a Salesforce” by Andreessen Horowitz paints an exciting picture of how AI will transform sales technology. At FINNY AI,
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I learned a lot hearing Kitces talk at the Morningstar annual conference. So thought I’d relay some of his insights here. 1. Technology forces the constant evolution of the financial advisor’s profess
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AI + Finance Last night I moderated a panel for the Museum of American Finance at Betterment’s headquarters in the Flatiron District of New York City. A couple hundred people from the intersection of
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First up, those nominated who have creator mode turned on (also who I think are Ai-first AdvisorTech companies): Who don’t have creator mode turned on: Also mentioned (maybe not Ai-Advisortech,
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