FINNY Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, announced the launch of FINNY for Enterprise Teams, a new growth platform purpose-built for centralized marketing and business development teams at large wealth management firms. Mercer Global Advisors, (“Mercer Advisors”) recognized as the #1 independent fiduciary firm by Barron’s and the Best Overall firm for high-net-worth individuals by Wall Street Journal, served as the flagship enterprise user. Mercer Advisors is known for its consistent track record of attracting new families to its family office offering, and now utilizes a version of FINNY’s enterprise model that is built out with its own specific features and use cases.

FINNY for Enterprise Teams allows a focused, centralized team to manage personalized prospecting, outreach and lead routing on behalf of hundreds of advisors at once—bringing consistency, efficiency and scale to organic growth. Built on two years of FINNY’s work with thousands of individual advisors, the platform extends those learnings and capabilities to the enterprise, enabling firms to generate demand more effectively while preserving a highly personalized, local advisor experience.

Mercer Advisors engaged FINNY to support its dedicated prospecting outreach operating model and playbook through its broader centralized growth engine. What began as a pilot supporting a group of regional leaders has evolved into a rollout powering outreach to tens of thousands of prospective clients. The expansion reflects Mercer Advisors’ broader belief that more families should have access to fiduciary advice with unified and integrated wealth management designed to help them achieve long-term economic freedom. Mercer Advisors’ client development team identifies and thoughtfully matches prospective clients with advisors best suited to their needs, allowing advisors to stay focused on delivering high-quality, personalized advice.

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“Large wealth management firms with ambitious organic growth goals must have diversified sources that drive growth,” said Eden Ovadia, co-founder and CEO of FINNY. “FINNY for Enterprise Teams reflects how large, modern RIAs actually grow—a centralized team, shared infrastructure, and cohesive growth and marketing strategies, now equipped with AI, generating demand for every advisor in the firm.”

FINNY for Enterprise Teams includes:

• Intelligent lead routing – a proprietary matching engine that pairs each prospect with the best-fit advisor based on geography, specialization and relationship signals
• Personalized campaigns at scale – centralized delivery of tailored outreach across email and LinkedIn on behalf of hundreds of advisors, with each prospect receiving a unique, one-to-one message from their local advisor
• Unified inbox and analytics – a single interface to manage responses, hand-offs and performance metrics from initial outreach through client conversion
• Enterprise-grade controls – role-based permissions, compliance guardrails, approval workflows and sender utilization tracking

“One of the things that we are most proud of is a 40+ year commitment to being pioneers in our industry, for the benefit of clients. Our consistent focus on attracting new client families to the Mercer Advisors community allows us to continually deepen the value we deliver to clients, and create incredible professional opportunities for our team members,” said Daniel Gourvitch, President at Mercer Advisors. “We’ve learned over several decades that organic growth results from three things: an obsession with keeping client promises, a boutique team-based culture and an ecosystem of leading service providers. In particular FINNY is allowing us to deliver on our commitment to connecting families with a hand-picked advisory team, aligned to their individual context, needs and geography. Finding the right family office team for each family is at the heart of delivering a fiduciary experience, and we are grateful for FINNY’s support in helping families find that at Mercer Advisors.”

The launch reflects a broader shift toward centralized, technology-enabled growth strategies, as firms look to scale organic growth approaches more efficiently while maintaining a high-quality and personalized client experience.