Affiliated Advisors has launched an organic growth initiative for its financial advisors in partnership with FINNY, an AI-driven marketing platform. The programme provides advisors with access to FINNY's technology at a discounted rate, alongside a dedicated peer community for sharing best practices. FINNY uses artificial intelligence to help advisors build targeted marketing campaigns, reach prospects, and generate business opportunities. The initiative includes regular cohort meetings where participating advisors discuss results and learn from FINNY's leadership team. Early results show increased appointment activity and stronger brand recognition in local markets. Affiliated Advisors plans to expand the cohort as more advisors adopt the platform. FINNY's CEO Eden Ovadia noted the platform automates delivering the right message to leads whilst peer coaching enhances organic growth efficiency.

FINNY introduces Pay-as-You-Grow pricing for advisors. The new model combines a $50 monthly fee with a fee tied to assets brought under management through FINNY, replacing its previous annual subscription plans Redação Portal ERP Aug 17, 2026 T | Fonte: 18px FINNY, an AI platform for financial advisors, has introduced "Pay-as-You-Grow," a pricing model that gives advisors access to its platform for $50 per month plus a fee based on assets brought under management through FINNY. The fee applies while those clients remain with the advisor. The company previously charged annual subscriptions of $6,000 or $12,000, regardless of growth outcomes. FINNY said feedback from advisors and others in the wealth management industry indicated that upfront software costs could prevent some firms from investing in growth. The new model changes the structure by linking part of the platform cost to client acquisition outcomes. "Growth in this industry has been rigged for a long time, we're correcting that. Every advisor deserves to be matched to families they can serve better than anyone else, regardless of available marketing budget," said Eden Ovadia, co-founder and CEO at FINNY. "At $50 a month, advisors get every tool we offer from day one. We only succeed when they grow, creating a true partnership where our incentives stay aligned over the life of the client relationship." FINNY began rolling out the pricing model with early adopters including OneSeven, an Ohio-based registered investment advisor (RIA) with $10 billion in assets under management. "At OneSeven, we focus on providing our advisors with the best possible tools to succeed, without adding dead weight," said Adam Blumenthal, Chief Growth Officer. "We've evaluated hundreds of AI tools and chose to partner with FINNY for two reasons: it offers the quickest path to sustainable organic growth for our advisors, and because the incentives line up - they only win when we do." The platform integrates with custodians and portfolio reporting platforms that FINNY estimates cover 85% of U.S. RIA-custodied assets. These integrations allow FINNY to measure growth attributed to the platform and apply data insights to existing clients. "Advisors should never have to wonder whose interests come first," added Ovadia. "FINNY doesn't influence how advisors serve their clients or run their businesses. We stay laser focused on unlocking tangible growth. We only share in the outcome when we help them succeed." The company is accepting advisors onto a waitlist for the new pricing program, while existing FINNY users will be eligible to retain their current plans or switch to the new model. Redação Portal ERP. Editorial Team