Making good financial advice more accessible to all Americans who want it

Joined January 2024
As headcount and success decouple, paying by the seat no longer makes sense. Eden covers why outcome-based pricing is the future: wealthmanagement.com/artific…
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Hunter combines your unique voice with a deep knowledge base of actual data to create messaging that resonates with your audience. FINNY's F-Score matches you with the the most likely prospects to become clients, and Hunter crafts your messages to build an immediate connection.
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Eli rocks! Eli Polterovich has joined FINNY as a Growth Strategist to help advisors carve out new paths to growth. Eli knows all about building from the ground up: the right stone, a solid foundation, and a polished finish. At FINNY, he supports advisors as they scale.
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What happens when multiple advisors in the same city use FINNY? Everyone wins. "Matching" clients with advisors on minimal demographic data is a historically inefficient and ineffective method, so we built the F-Score to enable advisors to connect with the right clients.
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We've heard of a full-stack engineer, but this is just showing off! Welcome Harrison Melton, our newest Product Engineer, striker, boarder, ace of aces, company band leader, and adventurer. Harrison comes to us from Microsoft and is already serving up new features!
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Rare behind the scenes view of Eden and Victoria cooking up new features
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Another amazing #futureproof festival in the books! Great to see so many brilliant people in one place. A few photos we took along the way featuring @DerrickTKinney, @SavvyWealthInc, and more! #futureprooffestival #fintech
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Sails or Sales? Why not both? Welcome aboard Roderick! We're excited to add Rod as a Launch Strategist (both from the dock and on the clock), where he'll help advisors navigate growth and put their outreach on autopilot.
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Our CTO Theodore Janson answering a frequent - where does FINNY's data come from? FINNY's ability to drive growth relies on a massive database of prospect information- Theo breaks down where data comes from and how it goes from bits of information to an intelligent system.
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"Zillow takes up to 40% of an agent's commission... But nobody handed them that seat. They earned it." Earning trust and facilitating success unlocks the ability to utilize outcome-based pricing, which ultimately aligns interests and incentives better than any other model.
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"Software has gotten away with getting paid without necessarily delivering results" 👀 #fintech #financialadvisors
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AI Costs aren't competing with Software Costs - they're competing with Payroll. Outcome-based pricing has changed how the cost of AI services is weighed in business decisions.
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Why pay for credits when you can pay for results? Our Pay As You Grow model is now live - in a world where you can bet on anything, FINNY is betting on you. Read the announcement at: finny.com/blog/no-longer-a-v… cc: @wealth_mgmt @Downtown @jasonwenk #financialadvisors #fintech #ai
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New laptop stickers mean the new branding is official! #design #fintech #ai
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You know a new logo is official when the laptop stickers arrive. We're excited to be rolling out our new logo and brand, developed in coordination with @littleplainsxo Watch for new brand elements to drop in the coming days. #fintech #branding
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Happy early Father's Day to all the fathers at FINNY. #fathersday #dads #dadsinfintech
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We're wild about Michael Salazar joining team FINNY! He always goes the extra mile, climbs to new heights, and leaves no stone unturned in blazing new trails.
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We're on cloud nine! Pablo Cordero has officially joined us as Product Operations Specialist to elevate our ProdOps (and our plating!). #fintech #aijobs
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We built FINNY for Enterprise Teams, and today we're officially launching it with @MercerAdvisors as our flagship enterprise user. A huge win for combining personalization with scale. Read the whole story at: finny.com/blog/finny-launche…
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