Tell Fin who you want to meet.
It does the rest.
Fin is the AI assistant inside Finterest. It finds your next clients, writes to them across email, LinkedIn, and phone, drafts your replies, and keeps every conversation moving toward a meeting. You approve every message.
Fin drafts. You decide what sends.
Every message Fin writes waits for you. Finterest supports, and does not replace, your firm's compliance review.
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Fin drafts
Personalized to each prospect, in your voice. Revise with Fin refines any draft through follow-up prompts.
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You review
Edit, approve, or discard. Nothing sends until you approve it.
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It sends as you
From your own Gmail or Microsoft 365 mailbox, with send caps, bounce suppression, and one-click unsubscribe.
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Every step is kept
A server-side audit trail retains each step for review.
You spend 10 minutes. Fin works all day.
Drag through a typical day. Orange is you. Everything else is Fin.
Illustrative day.
One assistant. Not five tools.
End to end, in one place
Sourcing, writing, sequencing, calling, and replies, in one workspace instead of a stack of tabs.
Fin is in every plan
Same platform, same Fin, whether you're one financial professional or a full practice.
Questions about Fin
What is Fin?
Fin is the AI assistant inside Finterest. It finds prospects that match your ideal client and ranks them on fit and timing, drafts personalized outreach across email, LinkedIn, and phone, reads every reply, briefs you before calls, and summarizes each call into the lead.
Does Fin send messages without my approval?
No. Fin drafts, and you review every AI-drafted message before it sends. Each step is retained in a server-side audit trail. Finterest supports, and does not replace, your firm's compliance review.
Where do Fin's prospects come from?
Fin searches the sources you connect, such as Apollo, ZoomInfo, and LinkedIn Sales Navigator. ZoomInfo and Sales Navigator run through your own accounts.
What signals does Fin track?
Fin watches for liquidity moments, such as IPO lockup expirations and funding rounds over $50M, and Life-Event Radar surfaces job changes and promotions, so you can reach out when the timing is right.
Which plans include Fin?
Every plan. Fin is the same on Solo ($299 per month), Team, Practice, and Firm. The plans differ only in price per seat and the number of seats they cover.
See Fin work on your market
In one walkthrough, we build a ranked shortlist of prospects from your ideal client profile. You keep it either way.
We'll use your email to schedule your walkthrough and may email you about Finterest. See our privacy policy.
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