Tag: AI-powered prospecting

FINNY, an AI-powered prospecting and marketing platform designed for financial advisors, has received a personal investment from Ritholtz Wealth Management CEO Josh Brown, who has also joined its advisory board.

Aidentified, Inc., a prominent AI-driven platform offering relationship intelligence and prospecting solutions, has successfully raised $12.5m in a Series B funding round led by FactSet, a global leader in digital financial solutions and enterprise services.