Osaic Taps FINNY AI to Supercharge Advisor Prospecting

NEW YORK, NY – January 29, 2026 – In a significant move signaling the growing integration of artificial intelligence into mainstream wealth management, Osaic, Inc. has announced a new relationship with fintech innovator FINNY Inc. The partnership will make FINNY’s AI-powered prospecting and marketing platform available to Osaic's vast network, which includes over 11,000 financial professionals and more than 270 financial institutions managing a colossal $700 billion in assets under administration (AUA).

This collaboration aims to fundamentally reshape how Osaic’s advisors identify, engage, and acquire new clients. By leveraging sophisticated AI, the firm is betting on a future where time-consuming manual prospecting is replaced by an efficient, data-driven engine, ultimately allowing advisors to accelerate organic growth and dedicate more time to their core function: providing expert financial guidance.

A Strategic Play for a Competitive Edge

For Osaic, one of the nation's largest wealth management providers, the decision to embrace FINNY's technology is a calculated strategic maneuver. The wealth management industry is fiercely competitive, with firms vying not only for clients but also for top advisor talent. By providing cutting-edge tools, Osaic aims to enhance its value proposition for its current and prospective professionals, positioning itself as a forward-thinking home for growth-oriented advisors.

"Osaic’s priority has always been to equip our financial professionals with the technology and resources that let them spend more time with clients and less time chasing prospects, and FINNY helps them do exactly that,” stated Dimple Shah, Osaic's EVP of Strategy and Client Experience. Shah’s comments underscore the core challenge this partnership seeks to address: freeing advisors from the operational drag of business development to focus on higher-value, relationship-building activities. “FINNY’s data-driven tools simplify prospecting, enhance productivity and ultimately accelerate advisor growth – allowing our professionals to reach more people who are seeking trusted financial guidance.”

This move is not just about efficiency; it's about enabling scalable organic growth. In an industry where growth often comes from acquisitions, fostering genuine organic expansion within its existing advisor base is a powerful differentiator for Osaic. Providing a platform that promises to turn prospecting from a multi-hour chore into a minutes-long task could unlock significant growth potential across its entire network.

Inside FINNY's AI-Powered Prospecting Engine

The partnership places a powerful new set of tools at the fingertips of Osaic's advisors. FINNY, which recently secured a $17 million Series A funding round led by prestigious venture capital firm Venrock, has built a platform specifically to solve the client acquisition puzzle for financial advisors. Its technology moves beyond traditional marketing automation by focusing on identifying intent.

At the heart of the platform is FINNY’s Intent Search feature, which analyzes a staggering 1.8 billion data signals daily. These signals are drawn from a wide array of public online activities and data sources, allowing the AI to identify individuals who are demonstrating behaviors indicative of a major life event or a search for financial solutions. Whether it's a job change, a home purchase, a growing family, or an upcoming retirement, the platform flags these triggers, turning cold outreach into a timely, relevant conversation.

Prospects are then evaluated using a proprietary F-Score matching engine, which helps advisors prioritize individuals who are not only showing intent but are also a strong fit for the advisor’s specific expertise and business model. This two-pronged approach of identifying intent and suitability is designed to dramatically increase the quality of leads.

“Advisors need technology that lets them grow without adding hours to their workload – prospecting should take minutes, not hours," said Eden Ovadia, co-founder and CEO of FINNY. "Together with Osaic, we’re making faster, technology-enabled organic growth a reality for thousands of professionals across the industry.”

Once a high-potential prospect is identified, FINNY’s Multi-Channel Campaigns feature automates the outreach process across LinkedIn, email, automated voicemails, and even direct mail. This ensures consistent and persistent engagement without requiring the advisor to manually manage every touchpoint.

The Evolving Role of the Advisor: High-Tech Meets High-Touch

The introduction of such powerful automation inevitably raises questions about the role of the human advisor. However, proponents argue that rather than replacing the advisor, this technology enhances their capabilities, allowing them to operate at the top of their license. By automating the laborious, top-of-funnel research and outreach, advisors are freed from tasks that, while necessary, do not directly leverage their expertise in financial planning and relationship management.

The time saved can be reinvested into activities that truly differentiate human advisors from robo-advisors and algorithms: building trust, understanding nuanced client goals, and providing empathetic, personalized advice during complex life moments. FINNY’s co-founder and president, Victoria Toli, emphasized this human-centric approach.

“FINNY is redefining modern prospecting – AI handles the research, content creation and multi-channel sequencing, while advisors stay fully in control of their message,” Toli explained. This "human-in-the-loop" model ensures that while the process is automated, the voice and strategy remain authentically the advisor's.

This partnership arrives as the wealthtech landscape becomes increasingly crowded with solutions ranging from specialized CRMs like Wealthbox to content marketing platforms like Snappy Kraken. FINNY’s focus on intent-based prospecting and automated multi-channel outreach carves out a distinct niche aimed squarely at accelerating new business development. The collaboration with Osaic serves as a massive validation of this approach, potentially setting a new standard for how large advisory networks equip their professionals for growth in an increasingly digital world. For thousands of Osaic advisors, the hunt for the next client is about to become much more intelligent.