AI-powered prospecting platform for financial advisors
Identify high-conversion prospects based on data analysis; Automate outreach and follow-ups for financial advisors; Track life events to time outreach effectively; Rank prospects using FINNY Score for prioritization; Generate personalized outreach messages based on research
Recognized as a Wealthies 2025 Winner for best Marketing and Lead Generation; Awarded Best in Show at the Annual Fintech Showcase; Backed by YCombinator