FINNY AI Inc., the AI-powered prospecting and marketing platform designed specifically for financial advisors, has announced a strategic partnership with Integrated Partners, a national financial planning and registered investment advisory (RIA) firm managing over $22 billion in assets under advisement (AUA). The collaboration will bring FINNY’s AI-driven tools to Integrated’s network of more than 220 advisors, 250+ CPAs, and 116 regional offices, empowering them to identify high-intent prospects, personalize outreach, and scale client acquisition more efficiently. Integrated’s decision to partner with FINNY reflects its commitment to equipping independent advisors with innovative technology that supports entrepreneurial growth. Andree Mohr, president of Integrated, emphasized that advisors are entrepreneurs first and need powerful tools to build and expand their practices. She highlighted FINNY’s ability to combine data intelligence, automation, and personalization to strengthen client relationships and unlock new growth opportunities. In parallel, FINNY has expanded its advisory board with two seasoned wealth management marketing executives. John Wernz, partner and strategic advisor at Mission Wealth, brings over 20 years of experience, including 13 years as chief marketing and growth officer at Wealth Enhancement Group. Justin Barish, chief marketing and digital officer at Lido Advisors, adds more than 15 years of expertise, including leadership roles in digital marketing at Cerity Partners. Together, they will guide FINNY in refining its product-market fit, enhancing platform features to meet evolving advisor needs, and shaping strategies for brand positioning and adoption across individual advisors and large RIAs. Eden Ovadia, co-founder and CEO of FINNY, praised the partnership and board additions as key milestones in the company’s mission to transform how financial advisors grow their businesses. “Integrated represents the kind of forward-thinking, advisor-first firm we were built to serve,” Ovadia said. “With the addition of two of the industry’s most influential CMOs, we’re strengthening our ability to deliver tools that drive real, sustainable growth.” The momentum follows FINNY’s $4.3 million seed round and the appointment of Josh Brown, CEO of Ritholtz Wealth Management, to its advisory board. Since April, FINNY’s advisor base has grown tenfold, with users running multi-channel campaigns closing an average of one new client per month and achieving 30% higher engagement. Victoria Toli, co-founder and president of FINNY, noted that the company’s rapid growth is driven by strategic partnerships, platform innovation, and strong industry support. “We’re building a community of innovators who believe in empowering advisors,” she said. “Adding Integrated and two powerhouse marketing leaders expands our expertise in data, branding, and digital engagement—key pillars of the next era of advisor growth.” FINNY’s platform leverages a proprietary database of millions of records, a predictive F-Score matching engine, and automated outreach tools to make prospecting targeted, scalable, and seamless. Recognized as Best of Show at the 2024 Morningstar Annual Fintech Showcase and backed by leading fintech investors, FINNY continues to redefine organic growth for financial advisors. For more information, visit www.finny.com. Advisors interested in Integrated’s suite of business-building solutions can learn more at integrated-partners.com.