FINNY AI Inc. (“FINNY”), the AI-powered growth platform built specifically for financial advisors, and Visionary Square, a leading hybrid RIA, today announced a partnership designed to help financial advisors identify new business opportunities and accelerate organic growth.
Visionary Square supports more than 250 advisors from 140 partner firms nationwide, providing resources across technology, compliance, operations, marketing and practice management. Through its partnership with FINNY, Visionary Square is covering subscription costs for its partner firms, giving advisors access to AI-powered prospecting tools to identify and connect with prospective clients, grow their businesses, and streamline client acquisition without adding operational complexity or expenses.
“Independent advisors should be able to grow without needing a full marketing team, or needing to learn cumbersome new systems. FINNY is the easy way for independent advisors to actually find and win new clients,” said Eden Ovadia, co-founder and CEO of FINNY. “Visionary Square continues to support advisor independence by providing them with the resources to build stronger businesses, and adding FINNY hands its advisors a powerful new way to connect with prospective clients.”
FINNY uses advanced AI and a vast amount of proprietary data to match advisors with prospects based on the niches they serve, similarity to their existing client base, and money-in-motion signals for individuals. The platform’s proprietary F-Score helps identify and prioritize individuals most likely to be a fit for a particular advisor, while personalized outreach capabilities help turn those opportunities into conversations, and conversations into new clients. Together, these capabilities give advisors a more systematic approach to business development without requiring them to manage a prospecting operation on their own.
The partnership reinforces Visionary Square’s commitment to equipping independent advisors with high-impact tools. By adding FINNY to its technology offerings, Visionary Square is helping advisors modernize their client acquisition strategies and maximize their time building relationships and serving clients.
“Our focus at Visionary Square has always been to give advisors the tools, resources and support they need to grow successful businesses without sacrificing their independence,” said Robert Russo, CEO of Visionary Square. “AI creates exciting opportunities to make business development more efficient and effective, and we want our advisors to be able to take advantage of that. By covering FINNY’s subscription cost, we’re making it easier for our partner firms to put this powerful technology to work, find new opportunities and build meaningful client relationships. It’s another way we’re investing in our advisors and helping them execute their vision.”
The partnership follows FINNY’s launch of Pay-as-You-Grow, a new outcome-based pricing model that provides unlimited platform access for $50 per month, plus a small share of assets brought under management through FINNY, paid only while those clients remain with the advisor. Together, the new pricing model and partnerships with organizations like Visionary Square reflect FINNY’s push to make sophisticated growth capabilities more accessible to advisors and align its success directly with theirs.
For more information, visit www.finny.com.
About FINNY
FINNY is the AI-powered prospecting and marketing platform built exclusively for financial advisors. By leveraging advanced data intelligence and automation, FINNY helps advisors identify, prioritize and engage high-intent prospects effortlessly — removing the guesswork from client acquisition. With a proprietary database of millions of records, a predictive F-Score matching engine and automated outreach tools, FINNY helps ensure that prospecting is targeted, scalable and seamlessly integrated into an advisor’s workflow. Backed by top fintech investors, including the CEO of Morningstar, the CEO of Altruist, the former CEO of Vanguard, and Josh Brown of Ritholtz Wealth Management, FINNY is elevating organic growth for financial advisors.
About Visionary Square
Visionary Square is a leading hybrid RIA dedicated to helping independent financial advisors build, scale and sustain successful businesses. Inspired by the historic role of the town square as a center of connection, commerce and progress, Visionary Square serves as a modern gathering place where forward-thinking advisors collaborate, access resources and turn vision into execution. Through customized support across strategy, operations, compliance, technology and growth initiatives, Visionary Square empowers advisors to scale with confidence and shape the future of their businesses. For more information, visit visionarysquare.com.
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