Names from data
FINNY says it matches you with people across 300 million-plus profiles, and helps you reach them by email and social media.
How FINNY works
You do the outreach
It goes out through the platform, and you take it from there. InvestmentNews calls it an outbound prospecting platform.
Pay as you grow
In 2026 FINNY went from $6,000 to $12,000 a year to $50 a month plus 20 basis points a year on clients it helped you find, for as long as they stay.
Cost over time
Small in year one. It keeps going.
One $1 million client
$1,000,000 × 0.20% = $2,000 a year, every year they stay
About $20,000 over ten years, plus $50 a month. Maybe that's worth it for a good client. It's just a different kind of cost.
With VerbaPost
$20 an invitation, paid once. No cut of assets. But $500 doesn't buy a client. A campaign can bring none, and it may take a few. Compare what each client actually cost you.
Side by side
| FINNY | VerbaPost | |
|---|---|---|
| Who they are | People FINNY's data matches to you | People on your list |
| How they're reached | Email, social media | A letter with a stamp, in your firm's name |
| How you pay | $50/month plus 20 bps a year while they stay | $20 an invitation, one time |
| First contact | A message they didn't ask for | They asked for the call and recorded a story |
| Scale | Big. It finds new names | Only the names you have |
When each makes sense
FINNY
You're out of names, you're fine reaching strangers online, and you'd rather pay out of results.
VerbaPost
You have names and want a reason to reach out that isn't a pitch. One-time cost, no cut of assets.
Where VerbaPost fitsYou bring the list. We mail the invitations, call the ones who say yes, and mail their story to someone they love. Then you call. How it works.
Questions to ask any lead source
Get the answers in writing.
Who else gets this prospect?
Just you, or several firms?
What am I signing up for?
How long, how much in total, and what if you cancel?
What does a client cost?
Not a lead. A signed client. Track it yourself.
Does the fee ever end?
One time, monthly, or a cut of assets for as long as the client stays?
What will compliance need?
Who wrote the outreach, who keeps the records, and how your firm treats paying someone for a client.
Questions advisors ask
How much does FINNY cost?
As of September 2026, $50 a month plus 20 basis points a year on the assets of clients it helped you find, for as long as they stay. It used to be $6,000 to $12,000 a year.
What would FINNY cost for a $1 million client?
About $2,000 a year while they stay, plus $50 a month. Roughly $20,000 over ten years.
How does FINNY decide it found a client?
Per its pricing page, anyone you contact through the platform who wasn't already a client counts. Just looking doesn't.
How is VerbaPost different?
FINNY finds names in its data and you reach out online. We mail people on your own list a letter, $20 each, one time, no share of assets. How many campaigns it takes to win a client, if any, depends on your list and your follow-up.
