# Finterest

> Finterest is a compliance-first AI client-acquisition platform built for financial advisors, RIAs, and advisory teams. It sources prospects, runs multi-channel outreach across email, LinkedIn, and phone, and qualifies replies with an AI co-pilot named Fin.

Finterest is built specifically for the regulated advisory world, where generic sales-engagement tools fall short. It supports FINRA and SEC requirements with pre-send message review, archiving, audit trails, per-user data isolation, and one-click unsubscribe. Finterest supports, and does not replace, a firm's own compliance supervision.

## Product
- [Features](https://finterest.com/features): AI lead sourcing, multi-channel cadences (email, LinkedIn, phone), browser calling, the Fin AI co-pilot, qualification, and CRM push.
- [Pricing](https://finterest.com/pricing): per-seat flat-rate tiers for advisory teams.
- [Security and compliance](https://finterest.com/security): how Finterest supports FINRA/SEC requirements, data isolation, and encryption.
- [Integrations](https://finterest.com/integrations): HubSpot, Salesforce, Monday.com, Apollo, ZoomInfo, RingCentral, Twilio (Redtail coming soon).

## Answers and resources
- [FAQ](https://finterest.com/faq): common questions about compliant advisor outreach and the product.
- [How many prospects can a financial advisor email?](https://finterest.com/answers/how-many-prospects-can-a-financial-advisor-email): the FINRA 25-retail-investors-per-30-days threshold, CAN-SPAM, and the deliverability ceiling.
- [Compliance hub](https://finterest.com/compliance): is cold outreach allowed for advisors, FINRA Rule 2210, SEC marketing and recordkeeping rules, LinkedIn archiving.
- [Glossary](https://finterest.com/glossary): advisor prospecting and compliance terms.
- [Use cases](https://finterest.com/use-cases): email deliverability, compliant cold calling, and lead qualification for financial advisors.

## Company
- [About Finterest](https://finterest.com/about): what Finterest Inc. is, who it is for, and the company behind it.
- [Trust Center](https://finterest.com/trust): security controls, compliance support, verifications, and data handling.
- [Contact](https://finterest.com/contact)
- [Crunchbase](https://www.crunchbase.com/organization/finterest-3593)

Note: 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 advisors at finterest.com.