Visionary Square Partners with FINNY on AI Prospecting
The AI-driven prospecting, lead generation and marketing platform FINNY AI has partnered with Visionary Square to help financial advisors identify business opportunities and accelerate organic growth.
Visionary Square is a hybrid registered investment advisor with $24 billion in assets under supervision, supporting more than 250 advisors from 140 partner firms nationwide. It provides resources across technology, compliance, operations, marketing and practice management.
Under the partnership, Visionary Square is covering subscription costs for its partner firms, giving advisors access to FINNY’s AI-powered prospecting tools to identify and connect with prospective clients.
FINNY uses artificial intelligence and proprietary data to match advisors with prospects based on the niches they serve, similarity to their existing client base, and money-in-motion signals for individuals. The platform’s proprietary F-Score identifies and prioritizes individuals most likely to be a fit for a particular advisor, while personalized outreach capabilities aim to turn those opportunities into conversations and clients, according to FINNY.
“By covering FINNY’s subscription cost, we’re making it easier for our partner firms to put this powerful technology to work, find new opportunities and build meaningful client relationships,” Visionary Square CEO Robert Russo said in a statement.
The partnership follows FINNY’s August launch of a Pay-as-You-Grow outcome-based pricing model, which offers unlimited platform access for $50 per month, plus a share of assets brought under management through FINNY, paid only while those clients remain with the advisor. That rollout garnered widespread attention, both positive (mainly around the low-cost platform fee) and negative (mostly over the share of assets paid in perpetuity) across the advisory sector.
In April, FINNY introduced Hunter, an engine designed to automate strategy, content creation and campaign execution for advisors. Hunter built on FINNY’s $17 million Series A funding round, led by Venrock, announced in December.
The company’s three co-founders, all engineers, have taken a different approach from other advisor lead generation and prospecting platforms, particularly with its matching algorithm and level of automation. (FINNY won back-to-back Wealth Management Industry Awards in 2025 and 2026, among other industry accolades.)
