FINNY, an AI-powered growth platform designed for financial advisors, and Visionary Square, a hybrid registered investment advisor (RIA), have announced a strategic partnership to help independent financial advisors accelerate client acquisition and organic business growth. Through the agreement, Visionary Square will cover FINNY subscription costs for its partner firms, providing access to AI-powered prospecting technology without additional subscription expenses.
Visionary Square supports more than 250 financial advisors across 140 partner firms nationwide. The organization provides technology, compliance, operations, marketing, and practice management resources to help independent advisors operate and expand their businesses. The addition of FINNY to its technology offerings is intended to strengthen those capabilities by making advanced prospecting tools more accessible.
FINNY uses artificial intelligence and proprietary data to identify prospective clients based on an advisor’s target markets, existing client characteristics, and financial activity indicators. Its technology analyzes factors such as client similarities, specialized advisory niches, and money-in-motion signals to match advisors with individuals who may benefit from their services.
A central component of the platform is FINNY’s proprietary F-Score, which helps advisors identify and prioritize prospective clients based on their potential fit. The platform also provides personalized outreach capabilities designed to help advisors initiate conversations and convert qualified prospects into long-term client relationships.
By combining prospect identification, prioritization, and outreach in one platform, FINNY aims to reduce the time advisors spend on manual business development activities. The partnership enables Visionary Square’s advisors to adopt these capabilities without establishing dedicated prospecting teams or adding significant operational complexity.
For Visionary Square, the agreement supports its broader strategy of helping independent advisors scale their practices while maintaining control over their businesses. By covering subscription costs, the firm is reducing financial barriers to adopting AI-powered client acquisition technology.
The partnership also follows FINNY’s introduction of its Pay-as-You-Grow pricing model in August 2026. Under that model, advisors can access the platform for $50 per month, plus a small percentage of assets brought under management through FINNY. The asset-based fee applies only while those clients remain with the advisor.
The pricing structure is designed to align FINNY’s revenue with the growth outcomes achieved by participating advisory firms. Combined with partnerships such as the Visionary Square agreement, the approach reflects FINNY’s efforts to expand access to AI-driven business development tools throughout the independent financial advisory industry.
KEY QUOTES:
“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. 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.”
Eden Ovadia, Co-Founder And CEO Of FINNY
“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. 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.”
Robert Russo, CEO Of Visionary Square
