FINNY partners with Osaic to expand AI prospecting for advisors

January 29, 2026

FINNY, an AI-powered prospecting and marketing platform built for financial advisors, has formed a new relationship with Osaic, a major provider of wealth management strategies, to make its technology available across Osaic’s national advisor network.

Under the relationship, Osaic has made FINNY’s prospecting technology accessible to its more than 270 financial institutions and around 11,000 financial professionals. The move is designed to help advisors streamline prospect outreach, enhance productivity and scale organic growth by reducing the manual work traditionally associated with prospecting.

With more than $700bn in assets under administration and one of the largest advisor networks in the United States, Osaic’s professionals will be able to use FINNY’s platform to track life events, power personalised and automated outreach, and increase client acquisition while lowering the time and effort required.

Osaic EVP of strategy and client experience Dimple Shah said, “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.

“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.”

Through the relationship, Osaic advisors gain access to FINNY’s data intelligence and automation capabilities aimed at identifying and engaging high-intent prospects. This includes FINNY’s predictive F-Score matching engine, its Intent Search tool that leverages 1.8bn daily-updated intent signals based on real-time online activity, and Multi-Channel Campaigns that automate outreach across LinkedIn, email, voicemail and direct mail.

FINNY co-founder and CEO Eden Ovadia said, “Osaic’s scale and reputation for equipping advisors with best-in-class resources make this relationship a natural fit for FINNY.

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