As wealth management firms look for scalable ways to drive organic growth, artificial intelligence is becoming a critical tool for modern advisor prospecting and engagement.
FINNY, Inc. an AI powered prospecting and marketing platform built specifically for financial advisors, has announced a new relationship with Osaic, one of the largest providers of wealth management strategies in the United States. Through this relationship, FINNY technology is now available to Osaic network of more than ten thousand financial professionals, helping advisors streamline outreach, improve productivity, and grow client relationships more efficiently.
Osaic supports more than two hundred seventy financial institutions and approximately eleven thousand advisors nationwide, overseeing more than seven hundred billion dollars in assets under administration. By making FINNY prospecting platform available across its network, Osaic is expanding access to AI driven tools designed to reduce the manual burden of prospecting while improving the quality and relevance of advisor outreach.
The FINNY platform is designed to help advisors identify and engage high intent prospects using advanced data intelligence and automation. Advisors can track key life events, prioritize opportunities, and launch personalized outreach without spending hours on research and follow up. The technology allows advisors to focus more time on client relationships while maintaining consistent prospecting activity.
“Osaic priority has always been to equip our financial professionals with technology that helps them spend more time with clients and less time chasing prospects, and FINNY helps them do exactly that,” said Dimple Shah, executive vice president of strategy and client experience at Osaic. “FINNY data driven tools simplify prospecting, enhance productivity, and ultimately accelerate advisor growth by helping our professionals reach people who are actively seeking trusted financial guidance.”
Through the relationship, Osaic advisors gain access to FINNY predictive F Score matching engine, which prioritizes prospects based on likelihood to engage. Advisors can also use FINNY Intent Search, which analyzes more than one point eight billion daily updated intent signals to identify prospects based on real time online behavior. In addition, FINNY Multi Channel Campaigns enable fully automated outreach across LinkedIn, email, voicemail, and direct mail, creating a unified prospecting workflow.
“Osaic scale and commitment to providing best in class resources make this relationship a natural fit for FINNY,” said Eden Ovadia, co founder and chief executive officer of FINNY. “Advisors need technology that helps them grow without adding hours to their workload. Together with Osaic, we are making faster, technology enabled organic growth achievable for thousands of professionals.”
The announcement follows a period of strong momentum for FINNY. The company recently closed a seventeen million dollar Series A funding round led by Venrock, aimed at accelerating product development and expanding platform adoption. FINNY has also worked with Integrated Partners to scale its technology across hundreds of advisors and certified public accountants nationwide.
“FINNY is redefining how modern prospecting works by letting AI handle research, sequencing, and content while advisors remain fully in control of their message,” said Victoria Toli, co founder and president of FINNY. “This relationship with Osaic brings that capability to one of the largest advisor networks in the industry.”
By combining Osaic national reach with FINNY AI powered prospecting technology, the relationship signals a broader shift in wealth management toward automation that supports consistent, scalable organic growth without sacrificing personalization or advisor control.
Recommended Marketing News:
- NextRoll Names Vibhor Kapoor as Chief Executive Officer
- Bloomreach Earns AWS Retail Competency Status
- PubMatic Expands Commercial Leadership To Drive Buy Side Growth
For media inquiries, you can write to our MarTech Newsroom at info@intentamplify.com
