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Thursday, October 22, 2026The Morning Brief →Sign in
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FINNY AI

In network coverage since August 17, 2026 · 4 stories
2Deals on our tracker
Deal recordFull tracker →
Oct 21, 26Deal announcedVisionary Square — coverage
Aug 16, 26Deal announcedLPL Financial — coverage
Network coverage
practice

Visionary Square will cover FINNY AI subscription costs for 250-plus advisors

The hybrid RIA, which has $24 billion in assets under supervision, will cover seat costs for the AI prospecting tool at its 140 partner firms.
practice · Sep 4FINNY AI bets advisors will pay for growth, not seats
practice · Aug 18FINNY prices marketing on a share of the assets it wins
RIA · Aug 17FINNY AI swaps flat fees for a cut of new assets
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