FINNY AI, the AI-powered prospecting and marketing platform built for financial advisors, has announced a strategic partnership with Integrated Partners, a national financial planning and RIA firm overseeing more than $22 billion in assets under advisement.
This collaboration marks a major step in empowering advisors through AI-driven data intelligence and automation. Integrated’s network spanning over 220 advisors, 250 CPAs, and 116 regional offices—will now gain access to FINNY’s intelligent prospecting platform. The partnership reflects Integrated’s ongoing mission to arm its advisors with advanced tools that drive client acquisition, efficiency, and scalable growth.
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“At Integrated, we’re committed to offering our network of independent advisors the resources they need to build and grow their practices,” said Andree Mohr, president of Integrated Partners. “FINNY’s AI-driven platform merges intelligence, automation, and personalization in a way that strengthens client relationships and unlocks new growth opportunities.”
FINNY AI also announced the addition of two prominent marketing executives to its advisory board: John Wernz, partner and strategic advisor at Mission Wealth and former chief marketing officer at Wealth Enhancement Group, and Justin Barish, chief marketing and digital officer at Lido Advisors. Both bring extensive experience in wealth management marketing and digital strategy, helping FINNY refine its product-market fit, scale its platform for large RIAs, and enhance its brand positioning within the advisory industry.
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“Integrated exemplifies the kind of forward-thinking, advisor-first firm that FINNY was built to serve,” said Eden Ovadia, co-founder and CEO of FINNY. “Our partnership reflects a shared belief in how automation and data intelligence can transform the advisor growth model. With two of the industry’s most experienced CMOs joining our advisory board, we’re well-positioned to lead the next wave of innovation in advisor prospecting.”
This announcement follows a series of milestones for FINNY, including a $4.3 million seed round and the appointment of Ritholtz Wealth Management CEO Josh Brown to its advisory board. Since April, FINNY’s user base has grown tenfold, with advisors using its platform to close an average of one new client per month and see 30% higher engagement on multi-channel campaigns.
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“FINNY’s momentum this year highlights the industry’s appetite for smarter, data-driven growth tools,” said Victoria Toli, co-founder and president of FINNY. “With Integrated and two visionary CMOs joining forces with us, we’re expanding our reach and expertise across the exact areas shaping the next generation of advisor success—data, brand, and digital engagement.”
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