Josh Brown, the CEO of Ritholtz Wealth Management, is making waves in the wealth management industry. He’s recently invested in FINNY AI Inc., an innovative AI platform tailored for financial advisors. Brown is also joining FINNY’s advisory board, offering his expertise to help guide the platform’s development and growth.
FINNY aims to solve a major pain point for financial advisors: finding the right clients. “Advisors are great at relationship-building, but they often lack the time or resources to find new prospects,” said Brown. “That’s where FINNY comes in. It’s automated, smart, and built for how advisors work today.”
Strategic Leadership to Shape the Future
Brown’s addition to the advisory board comes at a time when FINNY is on the rise. Other well-known figures, such as Arun Anur (COO of Orion), are also contributing their expertise. Brown’s presence will help steer FINNY toward greater innovation. His reputation as a visionary in wealth management is solidified through his popular podcasts, books, and CNBC appearances.
FINNY’s $4.3 Million Seed Round and Growing Platform
Recently, FINNY closed a successful $4.3 million seed round, backed by investors like Morningstar CEO Kunal Kapoor. This funding is accelerating product development, allowing FINNY to introduce new features like Custom Feeds and Campaigns that enable advisors to automate and personalize their outreach efforts.
AI-Driven Features to Boost Financial Advisor Growth
- Custom Feed: Advisors can create personalized lists of prospects based on attributes like location, career, and interests.
- Campaigns: The platform enables advisors to set up tailored email sequences that automatically reach out to prospects at scale, with built-in compliance checks.
The wealth management industry is undergoing a transformation. The largest wealth transfer in history is happening now, and advisors can’t afford to rely on outdated tools. With FINNY, advisors have an AI-powered solution that not only helps them find prospects but engage with them effectively.
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