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

Role

Product Management

Phone number

(350) 022-1481

Email

calzoniruben@gmail.com

Location

San Francisco

Chance Vetrovs

F-Score

89

Role

Product Management

Phone number

(341) 748-8219

Email

chancevetrovs@gmail.com

Location

San Francisco

Zain Workman

F-Score

74

Role

VP of Product Management

Phone number

(233) 312-5497

Email

zainworkman@gmail.com

Location

San Francisco

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

Role

Product Management

Phone number

(350) 022-1481

Email

calzoniruben@gmail.com

Location

San Francisco

Chance Vetrovs

F-Score

89

Role

Product Management

Phone number

(341) 748-8219

Email

chancevetrovs@gmail.com

Location

San Francisco

Zain Workman

F-Score

74

Role

VP of Product Management

Phone number

(233) 312-5497

Email

zainworkman@gmail.com

Location

San Francisco

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

Email

johnsmith@davispolk.com

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

Email

johnsmith@davispolk.com

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

Email

johnsmith@davispolk.com

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

Man photo for avatar

Ryan Anscher

ryananscher@gmail.com

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

Man photo for avatar

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

Role

Technical engineer

Phone number

(430) 065-7387

Email

johnsmith@davidpolk.com

Location

San Francisco

Match

100%

Ruben Calzoni

F-Score

82

Role

Product Management

Phone number

(350) 022-1481

Email

calzoniruben@gmail.com

Location

San Francisco

Match

86%

Zain Workman

F-Score

72

Role

VP of Product Management

Phone number

(233) 312-5497

Email

zainworkman@gmail.com

Location

San Francisco

Match

77%

Man photo for avatar

Ryan Anscher

ryananscher@gmail.com

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

Man photo for avatar

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

Role

Technical engineer

Phone number

(430) 065-7387

Email

johnsmith@davidpolk.com

Location

San Francisco

Match

100%

Ruben Calzoni

F-Score

82

Role

Product Management

Phone number

(350) 022-1481

Email

calzoniruben@gmail.com

Location

San Francisco

Match

86%

Zain Workman

F-Score

72

Role

VP of Product Management

Phone number

(233) 312-5497

Email

zainworkman@gmail.com

Location

San Francisco

Match

77%

Man photo for avatar

Ryan Anscher

ryananscher@gmail.com

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

Man photo for avatar

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

Role

Technical engineer

Phone number

(430) 065-7387

Email

johnsmith@davidpolk.com

Location

San Francisco

Match

100%

Ruben Calzoni

F-Score

82

Role

Product Management

Phone number

(350) 022-1481

Email

calzoniruben@gmail.com

Location

San Francisco

Match

86%

Zain Workman

F-Score

72

Role

VP of Product Management

Phone number

(233) 312-5497

Email

zainworkman@gmail.com

Location

San Francisco

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.

  • logo organization: magnus financial group
  • logo organization: Fullerton advisors
  • logo organization: Oppenheimer

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

Are you ready to

accelerate your growth?

Are you ready to

accelerate your growth?

Get early access to FINNY,

your AI-native prospecting agent

Get early access to FINNY,

your AI-native prospecting agent

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