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Thursday, October 22, 2026The Morning Brief →Sign in
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Visionary Square

In network coverage since October 22, 2026 · 1 story
1Deals on our tracker
Deal recordFull tracker →
Oct 21, 26Deal announcedFINNY AI — 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.
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