Josh Brown, CEO of Ritholtz Wealth Management, invests in the fintech firm and joins its advisory board to help steer the ...

FINNY aims to make the prospecting process easier and faster for advisors. It uses a large database to find high-intent prospects who match the advisor’s criteria. FINNY also su ...

The funding has fueled further product innovation and adoption, reinforcing FINNY’s position as one of the fastest-growing AI-driven platforms in wealth management. By automating and optimizing ...

Renowned podcaster, author, CNBC contributor and wealth management leader backs FINNY as it scales artificial intelligence (AI)-powered prospecting, advances mission to bridge the gap between ...

Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors Renowned podcaster, author, CNBC contributor and ...

Renowned podcaster, author, CNBC contributor and wealth management leader backs FINNY as it scales artificial intelligence (AI)-powered prospecting, advances mission to bridge the gap between wealth ...