AI client acquisition built for financial professionals
Finterest sources prospects, runs outreach across email, LinkedIn, and phone, and qualifies every reply with an AI co-pilot. Compliance built in from day one.
The problem
You can't scale a pipeline you build by hand
Every new client still starts with hours of manual work across tools that ignore how a regulated business actually operates.
Disconnected tools
Sourcing, enrichment, inbox, and dialer stitched together by hand.
Manual, repetitive work
Hours lost to busywork that never moves the pipeline forward.
No reply visibility
Responses scattered across channels, with no single view of who is interested.
Growth depends on individual effort
Pipeline rests on one person's hours, not a repeatable system.
Source → Reach → Qualify → Push
One platform for the full client-acquisition loop
Step 01
Source
Describe your ideal client and get a ranked shortlist, scored against your own book.
Step 02
Reach
Run one cadence across email, LinkedIn, and phone, with deliverability handled for you.
Step 03
Qualify
Every reply lands in one view, so you see who is warm without digging through inboxes.
Step 04
Push
Send warm leads to your CRM in one click, with the full outreach history attached.
A loop you run continuously, week after week.
The AI co-pilot
Meet Fin, working across every stage
Fin drafts and personalizes every message, briefs you before every call, and logs each call back into the lead. It surfaces job changes and promotions so you reach out at the right moment, and turns every conversation into a summary you can act on.
Who it's for
Prospecting that survives a compliance review.
Wealth managers, RIAs, insurance brokers, and annuity agents work under rules generic sales tools ignore. Finterest is built for them.
For wealth managers
Client acquisition that fits the SEC and state adviser rules, and FINRA where you are broker-dealer-affiliated.
For RIAs
Multi-channel outreach aligned to the SEC Marketing Rule and adviser recordkeeping under Rule 204-2.
For insurance brokers
Built for state insurance rules, the FTC Telemarketing Sales Rule, and the TCPA, not FINRA or the SEC.
For annuity agents
High-volume outreach with DNC scrubbing, TCPA-aware calling, and the NAIC best-interest standard in mind.
Reach
Build the sequence once, then let it run
Compose a multi-step cadence across LinkedIn, email, and phone. Finterest moves each contact through the steps, with deliverability handled for you.
Works with the tools advisors already use
Finterest connects to the CRM, sourcing, and calling tools advisory teams already run.
LinkedIn
HubSpot
OpenAI
ZoomInfo- Sales Navigator
Redtail CRM
Finterest CRM
Apollo.io- Microsoft 365
- Gmail
The differentiator
Compliance built into every step
Finterest is designed to support the rules advisors work under.
- Pre-send message review
- Clickwrap terms with a server-side audit trail
- Per-user data isolation
- AES-256 encrypted credentials
- One-click unsubscribe
- Call-recording disclosure controls off by default, pending firm legal review
Finterest supports your firm's compliance process. It does not replace your firm's supervision or approval.
Pricing
Simple per-seat pricing
A flat monthly rate per advisor seat, in tiers sized to your team. Every plan includes the full platform.
Starter
$1,000 / month
2 to 10 seats
Growth
$4,500 / month
11 to 50 seats
Enterprise
Custom
51+ seats
FAQ
Questions advisors ask first
Is cold outreach allowed for financial advisors?
Yes. Cold email and LinkedIn outreach are permitted for financial advisors when they follow the applicable rules. Email must comply with CAN-SPAM, which requires clear identification, a physical mailing address, and a working opt-out. FINRA-registered representatives are governed by FINRA Rule 2210, and RIAs by the SEC marketing rule (206(4)-1) and recordkeeping rule (204-2). Finterest is built to support these requirements with pre-send review, archiving, and one-click unsubscribe.
Does Finterest replace my firm's compliance review?
No. Finterest is a tool that supports your firm's compliance process. It provides pre-send review, audit trails, archiving, and disclosure controls, but your firm's principals and compliance team remain responsible for supervision and approval.
Do advisors have to archive LinkedIn messages and emails?
Yes. RIAs must retain electronic communications, including business-related email and LinkedIn messages, under SEC Rule 204-2, generally for five years. FINRA has parallel recordkeeping expectations for broker-dealers. Finterest keeps a record of outreach so communications can be retained and reviewed.
How is Finterest different from generic sales tools like Outreach or Apollo?
Finterest is built specifically for financial professionals in a regulated industry, where generic sales-engagement tools are not. It combines advisor-specific lead sourcing, multi-channel outreach, and an AI co-pilot with compliance controls built in: pre-send review, audit trails, and data isolation. Generic tools were built for SaaS sales teams and do not address advisor compliance needs.
See Finterest in action
About
Finterest, explained
What is Finterest?
Finterest is a compliance-first AI client-acquisition platform for financial professionals, including RIAs, wealth managers, and advisory teams. It sources prospects scored against your own book, runs multi-channel outreach across email, LinkedIn, and phone, and qualifies replies with an AI co-pilot.
Who is Finterest for?
Finterest is built for financial professionals, including RIAs, wealth managers, insurance brokers, and advisory teams, who need client acquisition that fits inside a regulated practice.
How is Finterest different from a CRM or a generic sales tool?
A CRM stores relationships; Finterest fills the pipeline and pushes warm leads into your CRM rather than replacing it. Unlike generic sales-engagement tools built for SaaS teams, Finterest is built for financial professionals in a regulated industry, with advisor-specific sourcing, multi-channel outreach, and compliance controls built in.
Is Finterest compliant?
Finterest is built compliance-first: it supports pre-send review, recordkeeping, and one-click opt-out, so outreach can be reviewed and retained. Finterest supports your firm's compliance process; it does not replace your firm's supervision or approval. This is general information, not legal advice.
About Finterest
Finterest is a compliance-first AI client-acquisition platform for financial professionals, RIAs, and advisory teams. It sources prospects scored against your own book, runs multi-channel outreach across email, LinkedIn, and phone, and builds compliance in at every step — pre-send review, recordkeeping support, and one-click opt-out. Founded by Natanel Perez and Raphael Blumenthal, Finterest is based in the United States.