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FINNY AI

In network coverage since August 17, 2026 · 5 stories

3Deals on our tracker

Deal recordFull tracker →

Oct 21, 26Deal announcedVisionary Square — coverage

Aug 16, 26Deal announcedLPL Financial — coverage

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RIA

Visionary Square will pay FINNY AI subscriptions for more than 250 advisors

The hybrid RIA will cover the $50-a-month platform fee for partner-firm advisors; FINNY also takes a small share of the assets won through the platform.

practice · Oct 22Visionary Square will cover FINNY AI subscription costs for 250-plus advisors

practice · Sep 4FINNY AI bets advisors will pay for growth, not seats

practice · Aug 18FINNY prices marketing on a share of the assets it wins

RIA · Aug 17FINNY AI swaps flat fees for a cut of new assets