FINNY AI Inc., AI-powered growth platform built specifically for financial advisors, and Visionary Square, leading hybrid RIA, today announced partnership designed to help financial advisors identify new business opportunities and accelerate organic growth. Visionary Square will cover subscription costs for its partner firms, giving advisors unlimited access to FINNY AI-powered prospecting tools to support client acquisition and organic growth.
Visionary Square supports more than 250 advisors from 140 partner firms nationwide, providing resources across technology, compliance, operations, marketing and practice management. Through partnership with FINNY, Visionary Square covering subscription costs for partner firms, giving advisors access to AI-powered prospecting tools to identify and connect with prospective clients, grow businesses, streamline client acquisition without adding operational complexity or expenses.
Independent advisors should be able to grow without needing full marketing team, or needing to learn cumbersome new systems. FINNY is easy way for independent advisors to actually find and win new clients. Visionary Square continues to support advisor independence by providing resources to build stronger businesses, and adding FINNY hands advisors powerful new way to connect with prospective clients.
FINNY uses advanced AI and vast amount of proprietary data to match advisors with prospects based on niches they serve, similarity to existing client base, and money-in-motion signals for individuals. Platform proprietary F-Score helps identify and prioritize individuals most likely to be fit for particular advisor, while personalized outreach capabilities help turn opportunities into conversations, and conversations into new clients. Together, capabilities give advisors more systematic approach to business development without requiring manage prospecting operation on own.
Partnership reinforces Visionary Square commitment to equipping independent advisors with high-impact tools. By adding FINNY to technology offerings, Visionary Square helping advisors modernize client acquisition strategies and maximize time building relationships and serving clients.
Focus at Visionary Square always been to give advisors tools, resources and support they need to grow successful businesses without sacrificing independence. AI creates exciting opportunities to make business development more efficient and effective, and we want advisors to be able to take advantage of that. By covering FINNY subscription cost, making it easier for partner firms to put powerful technology to work, find new opportunities and build meaningful client relationships.
Partnership follows FINNY launch of Pay-as-You-Grow, new outcome-based pricing model that provides unlimited platform access for $50 per month, plus small share of assets brought under management through FINNY, paid only while clients remain with advisor. Together, new pricing model and partnerships with organizations like Visionary Square reflect FINNY push to make sophisticated growth capabilities more accessible to advisors and align success directly with theirs.
About FINNY
FINNY is AI-powered prospecting and marketing platform built exclusively for financial advisors. By leveraging advanced data intelligence and automation, FINNY helps advisors identify, prioritize and engage high-intent prospects effortlessly. With proprietary database of millions of records, predictive F-Score matching engine and automated outreach tools, FINNY ensures prospecting targeted, scalable and seamlessly integrated into advisor workflow. Backed by top fintech investors, including CEO of Morningstar, CEO of Altruist, former CEO of Vanguard, and Josh Brown of Ritholtz Wealth Management.
About Visionary Square
Visionary Square is leading hybrid RIA dedicated to helping independent financial advisors build, scale and sustain successful businesses. Inspired by historic role of town square as center of connection, commerce and progress, Visionary Square serves as modern gathering place where forward-thinking advisors collaborate, access resources and turn vision into execution.
