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FINNY Inc., the AI-powered prospecting and marketing platform built specifically for financial advisors, announced a new relationship with Osaic, Inc., one of the nation’s largest providers of wealth management strategies, making FINNY’s technology available to Osaic’s network of over 11,000 financial professionals.
Osaic has integrated FINNY’s advanced prospecting technology into its extensive advisor network, which includes more than 270 financial institutions and over 11,000 financial professionals managing more than $700 billion in assets under administration. This relationship equips Osaic advisors with AI-driven tools to identify, prioritize, and engage prospects more effectively, ultimately enhancing productivity and enabling scalable organic growth.
FINNY’s platform leverages proprietary data intelligence and automation to simplify the prospecting process. Advisors can utilize the predictive F-Score matching engine to align with high-potential prospects, Intent Search powered by 1.8 billion daily-updated intent signals for real-time identification of active opportunities, and fully automated Multi-Channel Campaigns spanning LinkedIn, email, voicemail, and direct mail. These features minimize manual work while maintaining advisor control over messaging and outreach.
“Osaic’s priority has always been to equip our financial professionals with the technology and resources that let them spend more time with clients and less time chasing prospects, and FINNY helps them do exactly that,” said Dimple Shah, Osaic EVP of Strategy and Client Experience. “FINNY’s data-driven tools simplify prospecting, enhance productivity and ultimately accelerate advisor growth – allowing our professionals to reach more people who are seeking trusted financial guidance.”
“Osaic’s scale and reputation for equipping advisors with best-in-class resources make this relationship a natural fit for FINNY,” said Eden Ovadia, co-founder and CEO of FINNY. “Advisors need technology that lets them grow without adding hours to their workload – prospecting should take minutes, not hours. Together with Osaic, we’re making faster, technology-enabled organic growth a reality for thousands of professionals across the industry.”
“FINNY is redefining modern prospecting – AI handles the research, content creation and multi-channel sequencing, while advisors stay fully in control of their message,” added Victoria Toli, co-founder and president of FINNY. “This relationship with Osaic allows us to bring these capabilities to one of the industry’s largest advisor networks, ensuring their professionals have a prospecting workflow that is intuitive, automated and built to support consistent growth.”
This partnership builds on FINNY’s recent $17 million Series A funding round led by Venrock, aimed at accelerating product development and platform expansion. It also follows FINNY’s collaboration with Integrated Partners to deploy its technology across hundreds of advisors and CPAs in 116 regional offices, further establishing FINNY as a leading prospecting solution for advisory firms focused on reigniting organic growth.
About FINNY
FINNY is the 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—removing the guesswork from client acquisition. With a proprietary database of millions of records, a predictive F-Score matching engine and automated outreach tools, FINNY helps ensure that prospecting is targeted, scalable and seamlessly integrated into an advisor’s workflow. Backed by top fintech investors and recognized as Best of Show at the 2024 Morningstar Annual Fintech Showcase, FINNY is redefining organic growth for financial advisors.
About Osaic
Osaic, Inc., a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic’s mission is to create leading wealth management solutions that enhance lives and legacies.
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