FINNY AI, an AI-based prospecting and marketing platform for financial advisors, announced a strategic partnership with Integrated Partners, a national financial planning and registered investment advisory firm overseeing more than $22 billion in assets under advisement.
Through this new relationship, Integrated will deploy FINNY’s AI-driven prospecting and marketing capabilities across its network of more than 220 advisors, 250 CPAs, and 116 regional offices.
The collaboration is designed to help advisors identify and engage high-intent prospects, personalize outreach, and scale their businesses more efficiently using advanced data intelligence and automation. The partnership also reflects Integrated’s ongoing strategy to strengthen its advisor ecosystem by aligning with leading fintech innovators.
FINNY simultaneously expanded its advisory board with two senior wealth management marketing leaders. John Wernz, partner and strategic advisor at Mission Wealth and former Chief Marketing and Growth Officer at Wealth Enhancement Group, joins alongside Justin Barish, Chief Marketing and Digital Officer at Lido Advisors and former Head of Digital Marketing at Cerity Partners. Both will advise FINNY on product-market fit, platform scalability, and strategies to enhance brand positioning and adoption across independent advisory firms.
The new partnership and advisory board appointments build on FINNY’s rapid growth trajectory following its $4.3 million seed round earlier this year, as well as the appointment of Josh Brown, CEO of Ritholtz Wealth Management, to its advisory board. Since April, FINNY’s advisor base has increased tenfold, with advisors running multi-channel campaigns reporting 30% higher engagement and closing an average of one new client per month.
FINNY’s leadership said these milestones represent a significant step in redefining how advisors prospect and build organic growth using data-driven intelligence. The company continues to expand its footprint in the wealth management industry through strategic partnerships, product enhancements, and the addition of high-profile industry advisors.
KEY QUOTES:
“At Integrated, we’re committed to offering our network of independent advisors with the resources to effectively build, grow and lead their practices. Our advisors are entrepreneurs first, and collaborating with innovative technology firms like FINNY allows us to provide them with tools and data necessary to scale their businesses. FINNY’s AI-driven platform combines intelligence, automation and personalization in a way that strengthens client relationships and creates new growth opportunities across our advisor community.”— Andree Mohr, President, Integrated Partners
“Integrated exemplifies the kind of innovative, advisor-first firm that FINNY was built to serve, and our partnership reflects a shared vision for how data intelligence and automation can transform advisor growth. Together with the addition of two of the industry’s most forward looking CMOs to our advisory board, this represents a major milestone in FINNY’s efforts to redefine and accelerate the way RIAs connect with prospective clients.”
Eden Ovadia, Co-Founder and CEO, FINNY
“FINNY’s growth this year has been fueled by significant partnerships, platform expansion and the incredible enthusiasm of the wealth management industry. As we scale, we’re building an advisory board and rapidly expanding advisor community that embodies that same spirit of innovation. Adding Integrated and two powerhouse CMOs expands that expertise in exactly the areas driving the next era of advisor growth—data, brand and digital engagement.”
Victoria Toli, Co-Founder and President, FINNY
