$0
Upfront
No subscription fee
NEW PARTNERSHIP
GROW YOUR
PRACTICE ON
AUTOPILOT
FINNY is the organic growth engine for financial advisors. Your FINNY subscription is covered by Visionary Square. You pay only when FINNY brings you new clients.
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PRICING
Your subscription is on us.
Visionary Square covers your FINNY subscription fee, so there’s nothing to pay upfront. You pay only when FINNY delivers results, starting at 20 bps. And as you grow, your rate tiers down.
Your existing book is never touched. Never charged.
*Accounts inactive for two months may have their subscription canceled.*
Start at 20 bps. Tier down as you grow.
20 bps on $0M - $5M
18 bps on $5M - $15M
16 bps on $15M - $30M
14 bps on $30M - $50M
12.5 bps on $50M+
Only FINNY-sourced clients
WHAT FINNY DOES FOR YOU
More of the right clients. Less of the chase.
Find prospects in your niche
FINNY identifies the people who fit your ideal client profile, so every conversation starts with the right person.
Reach better prospects, not more
FINNY is not another cold outreach engine. Its data model matches the best prospects with the advisors best equipped to close them.
Grow while you work
FINNY runs your prospecting on autopilot. You stay focused on serving clients.
Build trust before the first meeting
Choosing an advisor is deeply personal. FINNY helps you break the ice and earn trust early.
Want FINNY in your practice?
Let us know if you're interested. We will reach out with next steps.