Financial advisors have a big hurdle when it comes to finding new clients: Cold outreach rarely works. Often, the only way to find a good prospect is to tap your network for warm intros, or trawl ...

Victoria Toli, one of the three co-founders of Finny, describes her startup as “Hinge for financial advisors,” drawing a parallel to the popular dating app. The comparison makes sense in a few ways.

Since April, FINNY’s advisor base has grown tenfold, and those running multi-channel campaigns are closing on average one new client per month and seeing 30% higher engagement. Together, these ...