AI client acquisition built for financial professionals
Find, reach, and qualify clients across email, LinkedIn, and phone. Compliance built in.
- Pre-send review
- Server-side audit trail
- AES-256 encrypted credentials
- Microsoft Verified Publisher
Works with the tools you already use
- Salesforce
LinkedIn
HubSpot
ZoomInfo- Gmail
Monday.com- Sales Navigator
Apollo.io- Microsoft 365
- Twilio
01Source
Describe your ideal client. See who fits best.
Tell Finterest who you serve and it returns prospects scored against your own book, so you start with the people most likely to fit.
- Plain-language ideal-client search
- Scored against your existing book
- Job changes and promotions, surfaced by Life-Event Radar
Apollo ZoomInfo Sales Navigator02Reach
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.
- Email, LinkedIn, and phone in one cadence
- A pre-call brief before every dial
- You place every call
- Day 1
- Day 3
- Day 6
To: Taylor W. Drafted by Fin
Congratulations on the new role
Hi Taylor, congratulations on stepping into the CFO role. If it would help to talk through what the change means for your own finances, I'm glad to find a time.
03Fin, your AI co-pilot
Fin drafts. You review.
Fin drafts and personalizes every message from the signal that surfaced the prospect. You review each AI-drafted message before it sends.
- Writes and personalizes every message, and revises on request
- Briefs you before every call and summarizes it after
- Surfaces job changes with Life-Event Radar and reads every reply
Draft a first email to Taylor about the new CFO role.
Subject: Congratulations on the new role
Hi Taylor, congratulations on stepping into the CFO role.
If it would help to talk through what the change means for your own finances, I'm glad to find a time.
04Qualify & push
Every reply in one view. Warm leads to your CRM.
Replies from every channel land in one place, sorted by intent. Send warm leads to your CRM in one click, with the full outreach history attached.
- One view across email, LinkedIn, and phone
- One-click unsubscribe on every email
- Push to HubSpot or your CRM with history
Compliance, built in
Sales tools weren't built for regulated outreach. Finterest was.
Pre-send review on every AI draft, a full audit trail of every touch, and one-click unsubscribe on email outreach.
Built to support your firm's supervision, not replace it.
- Day 1Email draftedFin
- Day 1Email reviewed and sentYou
- Day 3LinkedIn message sentYou
- Day 6Call placedYou
- Day 6Pushed to CRMYou
Every step, retained for review
- Microsoft Verified PublisherMicrosoft has verified Finterest's publisher identity for our Microsoft 365 integrations. It confirms identity, not a security assessment.
- Google CASA Tier 2 assessedGoogle's independent security assessment, required for apps that use restricted Gmail API scopes.
- SOC 2 Type II in progressThe report has not yet been issued.
- AES-256 at rest · TLS in transitSensitive credentials are encrypted at rest, and data is protected with TLS in transit.
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 producers under state insurance and NAIC rules, not FINRA or the SEC.
For annuity agents
High-volume outreach across email, LinkedIn, and phone, with the NAIC best-interest standard in mind.
Supervising outreach? Finterest for compliance officers
Pricing
Simple per-seat pricing
Priced per seat, in tiers sized to your team. Every plan includes the full platform.
Solo
$299
/ month
1 seat
Team
$249
/ seat / month
2 to 5 seats
Practice
Best value$199
/ seat / month
6 to 20 seats
Lowest price per seat
Why Finterest
Six tools. One loop.
Most financial professionals prospect across a spreadsheet, an enrichment tool, an inbox, LinkedIn, a dialer, and a compliance log. Finterest runs it all as one loop, with every step logged.
export · copy · paste · re-type
Enrichment toolSourceSourcing, enrichment, inbox, and dialer stitched together by hand, with compliance tracked on the side.
What is Finterest?
A compliance-first AI client-acquisition platform for financial professionals. It sources prospects scored against your own book, runs outreach across email, LinkedIn, and phone, and qualifies every reply with an AI co-pilot named Fin.
Does Fin send messages on its own?
No AI draft goes out unreviewed: you review every AI-drafted message before it sends. Bulk sends use templates you write and approve, personalized with merge fields, and the only activity that runs on a schedule carries no message you wrote: profile views, follows, and likes.
Is cold outreach allowed for financial advisors?
Yes, inside the rules. Email follows CAN-SPAM, FINRA-registered representatives follow FINRA Rule 2210, and RIAs follow the SEC marketing rule and recordkeeping rule 204-2. This is general information, not legal advice.
Does Finterest replace my firm's compliance review?
No. It supports it with pre-send review, a server-side audit trail, and recordkeeping support, and your firm keeps supervision and approval.
Where does the prospect data come from?
Apollo and ZoomInfo for sourcing and enrichment, plus your own LinkedIn Sales Navigator or Recruiter account. Every prospect is scored against your own book.
Does it work with my CRM?
Yes: HubSpot, Salesforce, and Monday.com today, with Redtail coming soon. Warm leads push over in one click with the full outreach history attached.