In the Diamond Podcast, FINNY co-founder Eden Ovadia details how the firm uses AI to automatically match financial advisors ...

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 ...

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

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.

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 ...

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 ...

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, October ...