The collaboration aims to help advisers identify new business opportunities and accelerate organic growth.
Finny AI (Finny), a New York-based artificial intelligence (AI)-powered growth platform for financial advisers, has formed a partnership with Visionary Square, a leading hybrid registered investment adviser (RIA) supporting more than 250 advisers across 140 partner firms nationwide. Visionary Square will be covering subscription costs for partner firms The collaboration is aimed at helping advisers identify new business opportunities and accelerate organic growth. As part of the move, Visio