FINNY AI

Making good financial advice more accessible to all Americans who want it

[FINNY AI @FINNYAI]

Woohoo!
@wealth_mgmt #wealthies #fintech

[FINNY AI @FINNYAI]

Five things you could be doing with FINNY right now:

1. Finding "clones" of your best clients
2. Checking life events for your saved prospects
3. Having Hunter draft an outreach campaign
4. Having Hunter draft a blog post for you
5. Enriching one of your existing prospect lists

[FINNY AI @FINNYAI]

Black tie or black diamond? Both! Welcome Peter Xing as our Founding Product Manager.

#productmanagement #techjobs #fintech #advisortech

[FINNY AI @FINNYAI]

BREAKING: @jacksonhower has been added to the FINNY roster, batting leadoff for our sales team as part of the business development crew.

#fintech #advisors #dartmouth

[FINNY AI @FINNYAI]

We get it - sometimes you fall in love with Hunter, and it's okay to let it know. Hunter will always try to bring you back to growth - and that may make you love it even more. ❤️

#AI #fintech

[FINNY AI @FINNYAI]

@CitywireRIA Read the article at https://t.co/GkYFUFc9co

[FINNY AI @FINNYAI]

Great coverage of our Hunter release in @CitywireRIA

#fintech #ainews #financialadvisors

[Wealth Management @wealth_mgmt]

FINNY introduces Hunter, an AI engine that automates marketing strategies, content creation, and campaign execution for financial advisors. https://t.co/mS5qkmfWRx

[FINNY AI @FINNYAI]

Today we begin the public rollout of Hunter, a generational advancement in organic growth capability for financial advisors.

https://t.co/HHsYdOAyxg

#fintech #marketing #ainews #financialadvisors

[FINNY AI @FINNYAI]

We are obsessed with outcomes. Every campaign launched through FINNY adds data to feed our models and help us find insights about what actually works to drive positive advisor outcomes.

#wealthmanagement #financialadvisors #financialplanning #fintech

[FINNY AI @FINNYAI]

We're fired up to have Bill Gentzlinger join our Customer Success team! Billy brings a decade of serving as a seasoned client success professional and excels at providing elevated experiences.

[FINNY AI @FINNYAI]

A great primer on how AI is reshaping wealth management, featuring Eden Ovadia : “We’re enabling better outcomes for both the advisors and clients by ensuring an optimal match".

https://t.co/hsXJEzqVoC

[FINNY AI @FINNYAI]

We're hiring! Check out these jobs if you want to join an amazing group of people (and dogs, and the occasional shark) in our NYC office.
🦾 Product Engineer: https://t.co/VwQ4w1Ofns
🤖 Machine Learning Engineer: https://t.co/DuJv1HExAG
🦈 Dancing Shark: https://t.co/mdchqoz972

[FINNY AI @FINNYAI]

We're pumped to welcome Joseph Ortiz to the FINNY team as our new Head of People & Talent! Joe brings a wealth of experience in building and developing teams, and we're thrilled to have him on board to strengthen, shape, and grow ours.

[FINNY AI @FINNYAI]

Wishing good luck to all people today. But planning for luck only gets you delay. So let's all shift our fins, and chase our own wins, and swim to where opportunities lay.
#StPatsDay #fintech #FinancialPlanning

[FINNY AI @FINNYAI]

Today's advisor spotlight features Thomas Manetta, who shares what motivates him as a financial advisor.

[FINNY AI @FINNYAI]

FINNY believes that AI can help build human connections, and behind every application of our tech is a person with a mission. These are the faces of FINNY.

[FINNY AI @FINNYAI]

It's almost time for Orion Ascent in San Diego! FINNY will be there and we'd love to set up a meeting to show you how we are accelerating organic growth for financial advisors. #orionascent #fintech #FinancialPlanning

[Justin Rhee @rheejust]

Silicon Valley gets all the Series A funding.
But have you seen what’s being built in New York?

Here are the companies I’m closely watching
…make sure to keep your eye on them:

@TennrOfficial – AI automation for healthcare referral workflows processing 10M+ documents/month
@outtake_ai – Agentic AI that detects and removes phishing attacks and identity fraud
@ModelML_ – AI that generates pitch decks and investment memos in under 3 minutes
@Traba_Work – Labor marketplace for light industrial temp workers with 95%+ fill rates
@FINNYAI – AI prospecting platform for financial advisors with automated outreach
@flip_cx – Voice AI automating 90%+ of customer service calls
@retirable – Retirement planning platform with fiduciary advisors for middle-income retirees
@tidalwave_ai – AI mortgage platform with instant pre-approvals via Fannie Mae/Freddie Mac
@hifortunahealth – Medicaid enrollment platform reducing coverage churn by 15%
@warpdotdev – AI-powered terminal for modern software development workflows
@draftwiselegal – Contract intelligence platform using firm precedent and AI
@ExtendHQ – Extended warranty platform resolving 98% of claims in 90 seconds
@rallyuxr – User research CRM automating recruitment and scheduling
@crosbylegal– AI law firm reviewing contracts in under an hour
@AmbrookAg – Farm accounting software with Schedule F integration

Let me know if I’m missing any!

[FINNY AI @FINNYAI]

We're headed back to @FutureProof_HQ Citywide in Miami - with an opportunity you won't want to miss. Stay tuned for details.

#futureproof #miami #futureproofcitywide #FinancialPlanning