Listed monthly price
$50.00 /mo
Lowest sourced paid monthly price · USD
- Free access
- Pricing invites users to get started on the Pay As You Grow model; the FAQ states billing begins after paid signup and account activation.
- API
- Not confirmed
FINNY AI
● Identity checkedWriting · Vendor site 2026-10-04
FINNY is an AI growth platform for financial advisors that runs prospecting, personalized outreach, content, and follow-up from hello to booked meeting. It combines an AI growth officer, prospect matching, CRM enrichment, and compliance-aware messaging in one subscription.
- Category
- Writing
- Free access
- Pricing invites users to get started on the Pay As You Grow model; the FAQ states billing begins after paid signup and account activation.
- API access
- Not confirmed
Is FINNY AI right for you?
A good fit for
Financial advisors and RIAs who need organic client growth, multi-channel outreach, and brand-building without staffing a full marketing team.
Before you choose
The $50 seat fee is per advisor per month, plus a separate 20 bps fee on AUM from FINNY-sourced new clients billed quarterly in arrears.
Organic growth for advisors
FINNY markets itself as the organic growth engine for financial advisors, owning prospecting, personalized outreach, and follow-up so advisors can focus on relationships and service.
What it can do
Features & capabilities
Unknown is different from unavailable. Each fact carries its own evidence.
| Capability | Value | Evidence | Checked |
|---|---|---|---|
| Growth officer | Homepage positions FINNY as the AI growth officer guiding advisors from brand building through closing the next client. | Facts sourced | 2026-10-04 |
| Prospecting | Product copy highlights the F-Score matching advisors to prospects across 300M+ profiles when money is in motion. | Facts sourced | 2026-10-04 |
| Seat pricing | Pricing FAQ lists a $50 per advisor seat monthly fee with platform features included at that price. | Facts sourced | 2026-10-04 |
Understand the total cost
FINNY AI pricing & plans
Alternatives to FINNY AI
View all ↗
CuppaCuppa AI is an agency-focused brand operating system for research, content, images, video, and reporting across multiple client workspaces. It combines Brand DNA tooling, programmatic SEO workflows, and Cuppa Intelligence signals for marketing teams.
Explore tool
Persana AIPersana AI is a sales prospecting platform that combines credit-based email and phone enrichment with AI playbooks, sequencing, and CRM integrations. Teams use it to find contacts, run outbound campaigns, and export leads from a unified Persana workspace.
Explore tool
AbunAbun bundles AI SEO and growth marketing tools for keyword research, programmatic pages, article generation, indexing, and internal linking in one subscription. Marketers use it to publish SEO content, comparison pages, calculators, and glossary assets without stitching together many separate SaaS products.
Explore toolThe practical questions
Frequently asked questions
How much does FINNY cost?
FINNY's basic pricing is $50 per month plus 20 bps on AUM from FINNY-sourced new clients, charged on assets FINNY helped bring in rather than the entire book.
How and when am I billed?
The $50 seat fee is monthly. The 20 bps fee is billed quarterly in arrears on a quarter-end snapshot of attributed account assets, and billing starts after paid signup and activation.
Is the $50 per user or for the whole firm?
The $50 is per advisor seat per month. An additional 20 bps asset-based fee applies to clients FINNY helps you win, while optional add-ons such as a dedicated Growth Strategist are available separately.
What is FINNY AI used for?
FINNY is an AI growth platform for financial advisors that runs prospecting, personalized outreach, content, and follow-up from hello to booked meeting. It combines an AI growth officer, prospect matching, CRM enrichment, and compliance-aware messaging in one subscription.
Does FINNY AI have a free plan?
Pricing invites users to get started on the Pay As You Grow model; the FAQ states billing begins after paid signup and account activation.. This record does not confirm an ongoing free plan.
How much does FINNY AI cost?
The listed monthly price is $50.00 USD at monthly billing. See the plan cards for entitlements, billing commitments and seat minimums.
Can I use FINNY AI through an API?
Not confirmed. API access and subscription access may have different terms; consult the linked sources.
What should I check before choosing it?
The $50 seat fee is per advisor per month, plus a separate 20 bps fee on AUM from FINNY-sourced new clients billed quarterly in arrears.
Price history
No retained pricing changes yet. A current price alone does not establish a historical trend.
How this profile is supported
Identity and profile
Reviewed vendor source
Read original source ↗Facts apply to the named version and check date. Send a sourced correction if something changed.