About
About Finterest
Finterest Inc. is a compliance-first AI client-acquisition platform for financial professionals: RIAs, wealth managers, and advisory teams.
Finterest Inc. is a compliance-first AI client-acquisition platform built for financial professionals: RIAs, wealth managers, insurance and annuity producers, and advisory teams. Founded in 2026, Finterest sources prospects, runs multi-channel outreach across email, LinkedIn, and phone, and qualifies replies with an AI co-pilot named Fin, on a compliance-first foundation built for the regulated advisory world.
What Finterest does
Finterest brings the whole client-acquisition loop into one platform: AI lead sourcing on your own book, multi-channel outreach across email, LinkedIn, and phone, browser-based calling, and Fin, an AI co-pilot that drafts, personalizes, and qualifies replies. Instead of stitching together separate sourcing, enrichment, sequencing, and dialing tools, advisory teams run it all in one place. See what the platform does or the integrations it connects to.
Who Finterest is for
Finterest is built specifically for financial professionals in a regulated industry (RIAs, wealth managers, insurance and annuity producers, and the advisory teams around them), where generic sales-engagement tools were never designed for compliance. Explore the fit for RIAs, wealth managers, insurance brokers, and annuity agents.
Built compliance-first
Because it is made for the advisory world, Finterest is built to support FINRA and SEC requirements: pre-send message review, archiving, audit trails, per-user data isolation, AES-256 encryption, and one-click unsubscribe. Finterest supports, and does not replace, a firm's own compliance supervision. More on the security and compliance approach.
The company
Finterest Inc. was founded in 2026 by Raphael Blumenthal and Natanel Perez. The platform operates at finterest.com, with the application at app.finterest.com. To talk to the team, book a demo.
Learn more about Finterest
Independent and first-party references for Finterest Inc.:
A note on the name
There is an unrelated web3 lending protocol that also uses the name “Finterest.” This site is Finterest Inc., the AI client-acquisition platform for financial professionals at finterest.com, not affiliated with any cryptocurrency or lending protocol.