FINNY prospects on your behalf,
while you sit back and relax
FINNY prospects on your behalf,
while you sit back and relax
FINNY prospects on your behalf, while you sit back and relax
STEP 1
Prospect
Identification
Prospect Identification
Prospect Identification
Once an advisor onboards on our platform, FINNY is able to identify prospects within their target niche. We do that by aggregating thousands of data points per lead and constantly monitoring life events and liquidation events that serve as catalysts for a given prospect.
On FINNY, advisors can run limitless searches on their own or browse through hundreds of prospects, recommended specifically for them.
Ryan, what are you looking for today?
Suggested searches:
Recently moved
Recently promoted
Profession
Age
Zip code
Phone number available
Recently married
New parent
Recently raised capital
Industry
City
Email available
Recently divorced
Recently changed jobs
Recently acquired
Alma matter
State
LinkedIn available
Hey FINNY,
Can you please get me all tech professionals, living in San Francisco, who recently moved from LA and went to Stanford?
Oh and, only those who work in public companies. Not startups.
Absolutely! Here you go:
Ruben Calzoni
F-Score
83
Chance Vetrovs
F-Score
89
Zain Workman
F-Score
74
Ryan, what are you looking for today?
Suggested searches:
Recently moved
Recently promoted
Profession
Age
Zip code
Phone number available
Recently married
New parent
Recently raised capital
Industry
City
Email available
Recently divorced
Recently changed jobs
Recently acquired
Alma matter
State
LinkedIn available
Hey FINNY,
Can you please get me all tech professionals, living in San Francisco, who recently moved from LA and went to Stanford?
Oh and, only those who work in public companies. Not startups.
Absolutely! Here you go:
Ruben Calzoni
F-Score
83
Chance Vetrovs
F-Score
89
Zain Workman
F-Score
74
Ruben Torff
F-Score
76
Role
Lawyer
Company
Bates & Associates
Marital status
Has 3 children
Age
27 years
Predicted income
$835, 000
Location
New York City
Match
62%
Alfre Carder
F-Score
76
Role
Lawyer
Company
Bates & Associates
Marital status
Has 3 children
Age
27 years
Predicted income
$835, 000
Location
New York City
Match
82%
John Smith
F-Score
96
Role
Lawyer
Company
Davis Polk
Marital status
Recently married
Сharitable contributions
Significant
Age
40 years
Predicted income
$425, 000
Location
New York City
Match
100%
Ruben Torff
F-Score
76
Role
Lawyer
Company
Bates & Associates
Marital status
Has 3 children
Age
27 years
Predicted income
$835, 000
Location
New York City
Match
62%
Alfre Carder
F-Score
76
Role
Lawyer
Company
Bates & Associates
Marital status
Has 3 children
Age
27 years
Predicted income
$835, 000
Location
New York City
Match
82%
John Smith
F-Score
96
Role
Lawyer
Company
Davis Polk
Marital status
Recently married
Сharitable contributions
Significant
Age
40 years
Predicted income
$425, 000
Location
New York City
Match
100%
Ruben Torff
F-Score
76
Role
Lawyer
Company
Bates & Associates
Marital status
Has 3 children
Age
27 years
Predicted income
$835, 000
Location
New York City
Match
62%
Alfre Carder
F-Score
76
Role
Lawyer
Company
Bates & Associates
Marital status
Has 3 children
Age
27 years
Predicted income
$835, 000
Location
New York City
Match
82%
John Smith
F-Score
96
Role
Lawyer
Company
Davis Polk
Marital status
Recently married
Сharitable contributions
Significant
Age
40 years
Predicted income
$425, 000
Location
New York City
Match
100%
STEP 2
Prospect prioritization
Prospect prioritization
Prospect prioritization
We prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair referred to as F-Score
F-Score
83
Short for FINNY score
This acts much like a compatibility score in a dating app’s algorithm, reflecting - amongst other things - a prospect’s similarity to the advisor’s existing clients, similarity to the advisor themselves, as well as likelihood to need an advisor at that given moment in time.
STEP 3
Prospect outreach
Prospect outreach
Prospect outreach
For those advisors who choose to do so, we take the outreach off their plate.
FINNY selects the optimal channel for the specific prospect, handles follow-ups, and notifies advisors once a meeting is booked with an interested prospect.
Do you want to maintain complete control?
Totally fine by us. FINNY will simply produce a hyper-personalized outreach message for each prospect - a product of what would have otherwise been hours of research - and leave the rest to you.
Interests
Photography
Traveling
Art
Languages
English
Portugese
Volunteers at
Doctors without Borders
Marital status
Has 3 children
Status
Recently got promoted
Real estate
Home owner, valued at $2.5M
J
John Smith
F-Score
96
Status
Contacted
Company
Davis Polk, since 2002
Education
Harvard Law School
Phone number
(430) 065-7387
Location
New York City
Dear John,
Hope all is well with you. Congrats on your recent promotion at David Polk! Hope you got to celebrate on the golf course.
My name is Ryan, I am an advisor at Goldsmith Wealth, and have been serving lawyers like yourself in new York for over 15 years. A number of my clients are fellow HLS grads as well.
I would love to find some time this week to grab a coffee and tell you more about the specific strategies that have worked with my other clients in similar positions.
Best, Ryan
FINNY
Hey John
Great. How about we book a meeting for 10:00 a.m.?
FINNY
J
Hey Ryan,
I'd love to chat. When is a good time for you?
John Smith
Message history
Interests
Photography
Traveling
Art
Languages
English
Portugese
Volunteers at
Doctors without Borders
Marital status
Has 3 children
Status
Recently got promoted
Real estate
Home owner, valued at $2.5M
J
John Smith
F-Score
96
Status
Contacted
Company
Davis Polk, since 2002
Education
Harvard Law School
Phone number
(430) 065-7387
Location
New York City
Dear John,
Hope all is well with you. Congrats on your recent promotion at David Polk! Hope you got to celebrate on the golf course.
My name is Ryan, I am an advisor at Goldsmith Wealth, and have been serving lawyers like yourself in new York for over 15 years. A number of my clients are fellow HLS grads as well.
I would love to find some time this week to grab a coffee and tell you more about the specific strategies that have worked with my other clients in similar positions.
Best, Ryan
FINNY
Hey John
Great. How about we book a meeting for 10:00 a.m.?
FINNY
J
Hey Ryan,
I'd love to chat. When is a good time for you?
John Smith
Message history
Interests
Photography
Traveling
Art
Languages
English
Portugese
Volunteers at
Doctors without Borders
Marital status
Has 3 children
Status
Recently got promoted
Real estate
Home owner, valued at $2.5M
J
John Smith
F-Score
96
Status
Contacted
Company
Davis Polk, since 2002
Education
Harvard Law School
Phone number
(430) 065-7387
Location
New York City
Dear John,
Hope all is well with you. Congrats on your recent promotion at David Polk! Hope you got to celebrate on the golf course.
My name is Ryan, I am an advisor at Goldsmith Wealth, and have been serving lawyers like yourself in new York for over 15 years. A number of my clients are fellow HLS grads as well.
I would love to find some time this week to grab a coffee and tell you more about the specific strategies that have worked with my other clients in similar positions.
Best, Ryan
FINNY
Hey John
Great. How about we book a meeting for 10:00 a.m.?
FINNY
J
Hey Ryan,
I'd love to chat. When is a good time for you?
John Smith
Message history
We help you catch money in motion
We help you catch
money in motion
The economy produces wealth in predictable, repeatable ways.
The economy produces wealth in predictable, repeatable ways.
Recently
Liquidated
200 thousand small business are sold every year.
Recently
Married
2 million Americans
get married each year.
Recently
Changed jobs
600 thousand Americans change
jobs each year.
Recently
Retired
4 million of Americans reach retirement
age each year.
Recently
Separated
700 thousand Americans are separated each year.
Recently
Moved
30 million Americans move to a new city
each year.
We
take
the
guesswork
out
of
prospecting
We take the guesswork out of prospecting
We
take
the
guesswork
out
of
prospecting
We take the guesswork out of prospecting
We
take
the
guesswork
out
of
prospecting
We take the guesswork out of prospecting
Ryan Anscher
New search
Past activity
Appointments
Inbox
Settings
Ryan, what are you looking for today?
Suggested searches:
Recently moved
Recently promoted
Profession
Age
Zip code
Phone number available
Recently married
New parent
Recently raised capital
Industry
City
Email available
Recently divorced
Recently changed jobs
Recently acquired
Alma matter
State
LinkedIn available
Hey FINNY,
Can you please get me all tech professionals, living in San Francisco, who recently moved from LA and went to Stanford?
Oh and, only those who work in public companies. Not startups.
Absolutely! Here you go:
John Smith
F-Score
96
Match
100%
Ruben Calzoni
F-Score
82
Match
86%
Zain Workman
F-Score
72
Match
77%
Ryan Anscher
New search
Past activity
Appointments
Inbox
Settings
Ryan, what are you looking for today?
Suggested searches:
Recently moved
Recently promoted
Profession
Age
Zip code
Phone number available
Recently married
New parent
Recently raised capital
Industry
City
Email available
Recently divorced
Recently changed jobs
Recently acquired
Alma matter
State
LinkedIn available
Hey FINNY,
Can you please get me all tech professionals, living in San Francisco, who recently moved from LA and went to Stanford?
Oh and, only those who work in public companies. Not startups.
Absolutely! Here you go:
John Smith
F-Score
96
Match
100%
Ruben Calzoni
F-Score
82
Match
86%
Zain Workman
F-Score
72
Match
77%
Ryan Anscher
New search
Past activity
Appointments
Inbox
Settings
Ryan, what are you looking for today?
Suggested searches:
Recently moved
Recently promoted
Profession
Age
Zip code
Phone number available
Recently married
New parent
Recently raised capital
Industry
City
Email available
Recently divorced
Recently changed jobs
Recently acquired
Alma matter
State
LinkedIn available
Hey FINNY,
Can you please get me all tech professionals, living in San Francisco, who recently moved from LA and went to Stanford?
Oh and, only those who work in public companies. Not startups.
Absolutely! Here you go:
John Smith
F-Score
96
Match
100%
Ruben Calzoni
F-Score
82
Match
86%
Zain Workman
F-Score
72
Match
77%
We are here to help financial advisors grow, organically
We are here to help financial advisors grow, organically
Identification
Identification
With a proprietary database
of millions of records, we help advisors identify prospects who match their search criteria.
With a proprietary database
of millions of records, we help advisors identify prospects who match their search criteria.
Prioritization
Prioritization
Then, we prioritize prospects based on our predicted likelihood of conversion, unique to each prospect and advisor pair.
Then, we prioritize prospects based on our predicted likelihood of conversion, unique to each prospect and advisor pair.
Outreach
Outreach
Lastly, we allow advisors to put hyper-targeted prospect outreach on autopilot with us.
Lastly, we allow advisors to put hyper-targeted prospect outreach on autopilot with us.
🎉
🎉
We are happy to announce that Ritholtz Wealth Management CEO Josh Brown Invests in FINNY and Joins Advisory Board!
Read More
Read More
🎉
We are happy to announce that Ritholtz Wealth Management CEO Josh Brown Invests in FINNY and Joins Advisory Board!
Read More
Relied upon by established financial advisory firms across the industry
Relied upon by established financial advisory firms across the industry
Relied upon by established financial advisory firms across the industry
As seen in
Industry recognition
Industry recognition
Industry recognition
Winner 2024
Fintech Showcase
Best in Show at the Annual Fintech Showcase
Awarded by
Morningstar
Winner 2024
Fintech Showcase
Best in Show at the Annual Fintech Showcase
Awarded by
Morningstar
Winner 2024
Fintech Showcase
Best in Show at the Annual Fintech Showcase
Awarded by
Morningstar
2024 Future
Proof Festival
2024 Future
Proof Festival
Demo Drop Presenter
Future Proof Festival — the largest annual marketplace for fintech and wealth management decision-makers.
