Visionary Square will cover subscription costs for its partner firms, giving advisors unlimited access to FINNY’s AI-powered prospecting tools to support client acquisition and organic growth.
FINNY AI Inc. (“FINNY”), the AI-powered growth platform built specifically for financial advisors, and Visionary Square, a leading hybrid RIA, announced a partnership designed to help financial advisors identify new business opportunities and accelerate organic growth.
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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.
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