System transforms advisor growth by automating strategy, content and campaign execution

NEW YORK: FINNY AI Inc. (“FINNY”), the AI-powered growth and marketing platform built specifically for financial advisors, today announced the launch of Hunter, a first-of-its-kind artificial intelligence (AI) growth engine designed to think, guide and act on behalf of advisors to drive scalable growth. Hunter’s introduction builds on FINNY’s recent $17 million Series A round and represents an evolution of the platform from a tool advisors operate to an intelligent partner that operates for them.

Founded by AI experts with deep experience in machine learning and autonomous systems, FINNY leverages its technical expertise to create a platform that brings AI-grade intelligence directly into advisor marketing workflows. Hunter gets to know each advisor’s value proposition, specialties, differentiators and niche, and continuously translates that context into marketing strategy and execution.

Until now, FINNY provided powerful prospecting tools while advisors acted as the marketers to use them effectively. Hunter eliminates that requirement by proactively suggesting, guiding and executing campaigns across channels, creating deeply personalized outreach and marketing content-including blog posts, LinkedIn content and website copy-without requiring any marketing expertise from users. This shift enables a firm to build its growth engine from the ground up or to supercharge what’s already in place.

“Advisors today face increasing pressure to grow their businesses in a competitive market, where success increasingly depends on either becoming skilled marketers themselves or having access to one,” said Eden Ovadia, co-founder and CEO of FINNY. “Most advisors are not marketers, and they shouldn’t have to be. Hunter acts as an always-on marketing and sales associate, monitoring news, website visitors, client and prospect life events, and past campaign performance to proactively surface opportunities to grow AUM-so growth happens in the background, not on their to-do list.”

Hunter enables advisors to attract high-quality leads by acting as a marketing expert that helps launch campaigns and better define audiences. Content is crafted in each advisor’s authentic voice and continuously refined, with Hunter remembering advisor-specific context-including voice, niche focus, client profiles and compliance preferences-so every interaction improves effectiveness over time.

“This is our first step into autonomous agents,” added Victoria Toli, co-founder and president of FINNY. “We are intentionally designing Hunter to start with a core set of marketing skills, and then grow toward a full autonomous sales and marketing agent capable of handling everything a human team can do. This is just the beginning of how AI can drive advisor growth.”

Hunter marks the latest advancement in FINNY’s mission to simplify prospecting and marketing for advisors while delivering measurable business growth. Combined with FINNY’s existing capabilities-Multi-Channel Campaigns, LinkedIn Actions, AI-powered voicemails and Intent Search - it cements FINNY’s position as the most comprehensive AI-powered growth platform for advisors. For more information, visit www.finny.com.

Hunter is currently available to members of FINNY’s Product Advisory Board, with a gradual rollout throughout the month of April.

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.

Fonte: Business Wire