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FINNY Platform

Prospecting and sales intelligence · by FINNY

FINNY's Growth Engine: turns data into prospects and prospects into clients.

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What it does

FINNY's Growth Engine: turns data into prospects and prospects into clients. Features include prospect search and enrichment, multi-channel smart campaigns, CRM-lite pipeline management, website visitor identification, and team workflow tools.

  • Prospect discovery and enrichment
  • Multi-channel outreach campaigns
  • Pipeline management
  • Website visitor identification
Category
Prospecting and sales intelligence
Users
Individual advisors, Financial advisory teams
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

FINNY doesn't list prices publicly. Ask them for a quote.

Security and compliance

As reported by FINNY. Ask for audit reports before you buy.

  • SOC 2 Type IICompliant
  • Encryption in transit and at rest
  • Role-based access controls
  • OAuth-scoped email integration
  • Continuous security monitoring via Datadog SIEM
  • Automated alerting on suspicious activity
  • Documented incident response procedures
  • Annual independent third-party penetration testing
  • Centralized identity management via enterprise SSO

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