FINNY AI Inc. ("FINNY"), the AI-powered growth platform built specifically for financial advisors, and Visionary Square, a leading hybrid registered investment adviser (RIA), announced a partnership designed to help financial advisors identify new business opportunities and accelerate organic growth.

Visionary Square supports more than 250 advisors from 140 partner firms nationwide, providing resources across technology, compliance, operations, marketing and practice management. As a hybrid RIA, it operates as a platform through which independent advisors run their own practices while drawing on centralized firm resources — a structure that also positions it to distribute tools at scale across its advisor network. Under the agreement, Visionary Square is covering subscription costs for its partner firms, giving advisors access to AI-powered prospecting tools to identify and connect with prospective clients, grow their businesses, and streamline client acquisition without adding operational complexity or expenses.

"Independent advisors should be able to grow without needing a full marketing team, or needing to learn cumbersome new systems. FINNY is the easy way for independent advisors to actually find and win new clients," said Eden Ovadia, co-founder and CEO of FINNY. "Visionary Square continues to support advisor independence by providing them with the resources to build stronger businesses, and adding FINNY hands its advisors a powerful new way to connect with prospective clients."

FINNY uses advanced AI and a large volume of 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 helps identify and prioritize individuals most likely to be a fit for a particular advisor, while personalized outreach capabilities are designed to turn those opportunities into conversations, and conversations into new clients. Together, these capabilities give advisors a more systematic approach to business development without requiring them to run a prospecting operation on their own — a notable consideration for independent practices that typically operate without dedicated in-house sales or marketing staff.

The partnership reinforces Visionary Square's stated commitment to equipping independent advisors with high-impact tools. By adding FINNY to its technology offerings, the firm is helping advisors modernize their client acquisition strategies and devote more of their time to building relationships and serving clients.

"Our focus at Visionary Square has always been to give advisors the tools resources and support they need to grow successful businesses without sacrificing their independence," said Robert Russo, CEO of Visionary Square. "AI creates exciting opportunities to make business development more efficient and effective, and we want our advisors to be able to take advantage of that. 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. It's another way we're investing in our advisors and helping them execute their vision."

The announcement follows FINNY's launch of Pay-as-You-Grow, an outcome-based pricing model that provides unlimited platform access for $50 per month, plus a small share of assets brought under management through FINNY, paid only while those clients remain with the advisor. Together, the new pricing model and partnerships with organizations such as Visionary Square — in which the sponsoring firm absorbs subscription costs on its advisors' behalf — reflect FINNY's push to make sophisticated growth capabilities more accessible to advisors, align its success directly with theirs, and keep the fixed-cost barrier low for the independent practices it targets.

Additional details about FINNY's platform are available at finny.com.