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ria

Visionary Square

In network coverage since October 22, 2026 · 2 stories
2Deals on our tracker
Deal recordFull tracker →
Oct 21, 26Deal announcedFINNY AI — coverage
Oct 21, 26Deal announcedFINNY AI — coverage
Network coverage
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
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