What FinTurk does

FinTurk is a Delaware-incorporated, privately held SaaS company that provides an AI-first customer relationship management (CRM) platform purpose-built for registered investment advisors (RIAs). Founded in 2023 by Mitchell Bratina, CFA — a former wealth advisor who personally managed $1.1B+ in AUM and 300+ client relationships — the company targets the administrative burden faced by advisory firms through workflow automation, unified client management, portfolio views, meeting preparation, and specialized cash management. Its flagship design partner and primary reference customer is Chicago Partners Wealth Advisors, a Top 100 RIA managing $8B+ in AUM with 50+ advisors and 3,000+ client relationships on the platform.

The platform is architected AI-natively rather than retrofitted, with Anthropic-powered capabilities embedded directly into advisor workflows to deliver natural language search across client data, AI-drafted emails, meeting prep and agenda generation, automatic action item extraction from notes, and surfacing of portfolio changes and outstanding tasks. Adjacent modules include CashSweep™, which automates cash sweeping into yield-generating investments, and CashRaise™, which handles bulk trade execution for billing cycles, capital calls, and distributions. The product integrates natively with Orion Portfolio Solutions, Microsoft 365, Google Workspace, Slack, Zoom, Calendly, Zapier, Dropbox, Box, Mailchimp, and Constant Contact, with Tamarac and Morningstar Office integrations in development. FinTurk holds SOC-2 Type II certification and is SEC Rule 17a-4 compliant for electronic record-keeping.

Revenue is generated through per-seat monthly subscriptions ($49–$135/user/month across Early Adopter, Standard, and Advanced tiers, with a 5-seat minimum on the Early Adopter tier) plus a separate account-based CashSweep add-on ($150/month for up to 1,000 client accounts). The go-to-market combines enterprise field sales for mid-market and enterprise RIAs with a 14-day self-serve free trial. As of the source date, the Early Adopter plan had 63 of 100 spots remaining. Total disclosed funding is $570,000 raised via an SEC Form D exempt offering in May 2024, of which $443,750 had been sold at the time of filing, with no institutional investors disclosed.

Name

FinTurk

Legal name

FinTurk, Inc.

Website

https://finturk.io

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

FinTurk provides an AI-native CRM platform built specifically for registered investment advisors, automating client management, meeting preparation, and cash management workflows. Its flagship $8B AUM design partner is Chicago Partners Wealth Advisors, and the platform reached general availability in Q1 2026.

Ownership category

akta.pro rank

Product category

Wealth Management CRM Software

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Robo-Advice for Institutional/Treasury (OCIO-lite, Cash & Liquidity) (FSAGAEAJ)

akta.pro secondary industries

Treasury, Cash Management & Liquidity (SME) (FSAGAJAG), Automated Rebalancing, Tax-Loss Harvesting & Tax-Optimized Investing Tools (FSAGAEAE)

Keywords

• Advisor CRM software
• Wealth management platform
• AI financial advisor tools
• RIA client management
• Automated cash management

Headquarters

HQ city

Leaf River

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. CRM Subscription (Per User): Subscription-based SaaS pricing with per-user monthly billing. Three tiers: Early Adopter ($49/user/mo), Standard ($90/user/mo), and Advanced ($135/user/mo). Includes AI usage credits scaled by tier. Requires 5-seat minimum for Early Adopter plan.
2. CashSweep Add-on: Separate cash management module priced at $150/month for up to 1,000 client accounts, with additional accounts at $65/month per 1,000 accounts. Provides automated cash sweeping and raising capabilities.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

FinTurk provides an AI-first CRM platform built specifically for registered investment advisors (RIAs) and wealth management firms, combining client relationship management, portfolio views, workflow automation, meeting prep, task management, and native AI capabilities powered by Anthropic. The platform includes two add-on modules: CashSweep, which automates sweeping excess client cash into yield-generating investments, and CashRaise, which automates bulk cash raising for billing cycles, capital calls, and distributions.

Product overview

FinTurk offers an AI-first CRM platform built specifically for financial advisors, combining a unified core product with specialized add-on modules. The core FinTurk CRM provides complete client relationship management including portfolio views, task management, meeting notes, workflow automation, and AI-powered insights. Two add-on modules extend the platform: CashSweep™ automates cash sweeping into yield-generating investments, while CashRaise™ handles cash raising for billing and distributions. The platform is AI-native from inception with Anthropic-powered capabilities embedded directly into advisor workflows, and integrates natively with Orion Portfolio Solutions, Microsoft 365, Google Workspace, and other tools in the advisor tech stack.

Differentiator

Problem solved

Functional benefit

Brands

• CashSweep™: Automated cash management tool that sweeps excess cash into yield-generating investments for financial advisors.
• CashRaise™

Products and services

• FinTurk CRM AI-first CRM platform built specifically for financial advisors, combining client relationship management, portfolio views, task management, meeting notes, workflow automation, and AI-powered insights in a unified system designed around advisor workflows. For registered investment advisors (RIAs) and wealth management firms.
• CashSweep Automated cash sweeping tool that converts excess client cash into yield-generating investments across portfolios in seconds, reducing cash drag and improving portfolio performance. Priced at $150/month for up to 1,000 client accounts.
• CashRaise Automated cash raising tool for managing billing season, capital calls, and cash distributions, enabling advisors to generate cash requirements and execute bulk trades efficiently.

Quantifiable outcome

• Implementation time reduced from months to 8 days
• +3 more outcomes

Named customers3 records

Segments1 record

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability6 records

Feature8 records

Partnerships

15 partnerships are on record, tiered flagship, core and supporting.

• Chicago Partners Wealth AdvisorsflagshipStrategic or Co-development PartnerChicago Partners Wealth Advisors is FinTurk's first enterprise customer and design partner. Managing $8B+ in AUM with 50+ advisors, the firm transitioned from Practifi to FinTurk CRM in 8 days. As design partner, Chicago Partners provides ongoing feedback to shape product development. The partnership validated FinTurk's AI-native approach and continues to influence the platform roadmap.
• Orion Portfolio SolutionscoreTechnology or IntegrationOfficial Partner integration with Orion Portfolio Solutions. Seamless bidirectional integration syncing portfolio data, performance metrics, and client reports directly into FinTurk. Orion users can access CashSweep functionality through their Orion account.
• Microsoft 365coreTechnology or IntegrationIntegration with Microsoft 365 for email sync, calendar events, and contacts via Outlook. Automatically logs client communications and keeps follow-ups on track.
• Google WorkspacecoreTechnology or IntegrationIntegration with Google Workspace (Gmail, Google Calendar, Google Contacts) for seamless communication tracking and meeting schedule sync to client records.
• SlackcoreTechnology or IntegrationIntegration with Slack for real-time notifications and updates from FinTurk directly in Slack workspaces. Keeps advisors informed about client activities without leaving their communication hub.
• ZoomcoreTechnology or IntegrationIntegration with Zoom for meeting tracking and automatic logging of video call details to client profiles. Maintains complete record of virtual client interactions.
• ZapiercoreTechnology or IntegrationIntegration with Zapier for building custom automations connecting FinTurk with thousands of other applications. Enables triggers and actions to automate repetitive tasks across tech stack.
• CalendlycoreTechnology or IntegrationIntegration with Calendly for automatic meeting logging and appointment data sync to client records. Streamlines scheduling workflow and reduces administrative overhead.
• DropboxsupportingTechnology or IntegrationIntegration with Dropbox for storing and accessing client documents directly from FinTurk CRM profiles. Keeps client files organized and accessible.
• BoxsupportingTechnology or IntegrationIntegration with Box for enterprise-grade document storage and sharing. Provides advanced security and compliance features for client document management.
• MailchimpsupportingTechnology or IntegrationIntegration with Mailchimp for email marketing campaign sync. Tracks campaign engagement within client profiles showing which clients opened, clicked, and engaged.
• Constant ContactsupportingTechnology or IntegrationIntegration with Constant Contact for connecting email marketing campaigns with client data. Enables personalized outreach tracking and subscriber data sync.
• TamaracsupportingTechnology or IntegrationIntegration with Tamarac for rebalancing, trading, and portfolio reporting workflows. Automates model management and streamlines investment operations.
• Morningstar OfficesupportingTechnology or IntegrationIntegration with Morningstar Office for accessing research, ratings, and performance data directly within client portfolios. Informs investment decisions.
• AnthropiccoreTechnology or IntegrationAI technology provider powering FinTurk's native AI capabilities including intelligent meeting summaries, automated email drafting, client sentiment analysis, and predictive insights.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Wealthbox: CRM specifically designed for financial advisors with workflows tailored to wealth management. Directly comparable product/customer overlap with FinTurk's RIA target market.
• Practifi: Enterprise CRM and practice management platform for advisors and wealth management firms. Chicago Partners migrated from Practifi to FinTurk, making it a directly displaced competitor with comparable enterprise RIA focus.
• Redtail Technology: Leading CRM purpose-built for financial advisors and RIAs. Most direct competitor to FinTurk in the RIA CRM category; FinTurk explicitly cites Redtail in its competitive positioning and contrasts individual vs. shared databases.

Broad incumbents

• SS&C (Black Diamond / Tamarac): Large incumbents in wealth management technology (Black Diamond for portfolio reporting, Tamarac for rebalancing/trading). Compete with FinTurk on portfolio management integration breadth and have larger R&D budgets.
• Orion Advisor Tech: Portfolio management and advisor technology platform with CRM-adjacent functionality. Both a FinTurk integration partner and adjacent competitor in the broader advisor tech stack; overlapping on portfolio reporting and rebalancing workflows.
• Salesforce Financial Services Cloud: General-purpose CRM giant with a Financial Services Cloud vertical product targeting wealth management. Competes indirectly via broader platform plays, integrations, and installed base; not specialized to advisor workflows the way FinTurk is.
• Addepar: Wealth management technology platform serving large RIAs and family offices with portfolio analytics, reporting, and practice management. Operates at higher end of the RIA market than FinTurk but competes for the same customer wallets.
• SugarCRM: General-purpose CRM with financial services vertical positioning and configurable workflows. Comparable to FinTurk on customization and configurability for advisory practices, though not AI-native.

Emerging players

• HubSpot: While primarily a marketing/CRM platform for SMBs, HubSpot is increasingly used by smaller advisory firms as a generic CRM substitute. Represents the 'good enough' incumbent threat to AI-native tools like FinTurk.

Others

• Kitces: Industry-leading research, blog, and AdvisorTech Map resource for financial advisors. Not a product competitor but FinTurk is featured on the Kitces AdvisorTech Map, making it a key distribution and credibility channel.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FinTurk