What Finterest does

Finterest is a US-incorporated, New York-based fintech startup that has built a compliance-first AI client-acquisition platform targeting regulated financial professionals — wealth managers, registered investment advisors (RIAs), insurance brokers, and annuity agents. The product unifies four stages of the prospecting funnel — Source (AI-ranked prospect shortlist scored against the advisor's own book), Reach (multi-channel cadence across email, LinkedIn, and phone with deliverability handled in-platform), Qualify (all replies surfaced in one view), and Push (one-click CRM sync with full outreach history) — around an AI co-pilot branded as "Fin" that drafts and personalizes messages, briefs advisors before calls, logs call summaries, and surfaces life events such as job changes and promotions through a Life-Event Radar feature.

Underlying technology combines an AI layer powered by OpenAI with native integrations to the advisor's existing tool stack: HubSpot, Redtail CRM, LinkedIn and Sales Navigator, Microsoft 365, Gmail, Apollo, and ZoomInfo for prospecting data, plus Stripe for billing. Compliance controls — pre-send message review, clickwrap terms with a server-side audit trail, per-user data isolation, AES-256-encrypted credentials, one-click unsubscribe, and call-recording disclosure — are positioned as built in from day one, aligned to SEC Marketing Rule (206(4)-1), SEC Rule 204-2, FINRA Rule 2210, FTC Telemarketing Sales Rule, TCPA, state insurance rules, and the NAIC best-interest standard.

The business model is a per-seat monthly subscription in three tiers — Starter ($1,000/month for 2-10 seats), Growth ($4,500/month for 11-50 seats), and Enterprise (custom pricing for 51+ seats) — with every plan including the full platform. Distribution runs through both self-serve account creation at app.finterest.com and a demo-led enterprise motion via Calendly. The company was founded in 2026 by Natanel Perez and Raphael Blumenthal, has raised a $100,000 pre-seed round from friends and family, operates with 11-50 employees building product in Israel, and has cleared compliance review at a leading US wealth management firm while serving clients across New York, Miami, Switzerland, and Singapore.

Name

Finterest

Legal name

Finterest, Inc.

Website

https://finterest.com

Company type

Private

Founded year

2026

Operating status

Operating

Headcount range

11–50 employees

Short description

Finterest is a compliance-first AI client-acquisition platform for financial professionals — wealth managers, RIAs, insurance brokers, and annuity agents — that combines AI-ranked prospect sourcing, multi-channel outreach, and an AI co-pilot with built-in regulatory controls, sold on a per-seat subscription.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Subscription - Per Seat: Flat monthly rate per advisor seat in three tiers: Starter ($1,000/month for 2-10 seats), Growth ($4,500/month for 11-50 seats), and Enterprise (custom pricing for 51+ seats). All plans include the full platform.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Finterest is a compliance-first AI client-acquisition platform for financial professionals, including RIAs, wealth managers, insurance brokers, and annuity agents. The platform sources prospects scored against the advisor's own book, runs multi-channel outreach across email, LinkedIn, and phone, and qualifies replies through an AI co-pilot called Fin, with built-in compliance controls (pre-send review, audit trails, archiving, one-click unsubscribe) aligned to SEC, FINRA, TCPA, state insurance, and NAIC requirements.

Product overview

Finterest is a single, unified compliance-first AI client acquisition platform for financial professionals. The core platform combines prospect sourcing with AI-driven scoring, multi-channel outreach (email, LinkedIn, phone), an AI co-pilot called 'Fin' for drafting/personalizing messages and call intelligence, and a built-in CRM. All capabilities are delivered as a single integrated product with tiered per-seat pricing (Starter at $1,000/month for 2-10 seats, Growth at $4,500/month for 11-50 seats, Enterprise for 51+ seats). No separate modules or add-ons are offered—all features are included in every pricing tier.

Differentiator

Problem solved

Functional benefit

Products and services

• Finterest Platform A compliance-first AI client-acquisition platform for financial professionals. Sources prospects scored against the advisor's book, runs multi-channel outreach across email, LinkedIn, and phone, and qualifies replies with an AI co-pilot. Built for RIAs, wealth managers, insurance brokers, and annuity agents operating under SEC, FINRA, and state insurance regulations.
• Fin (AI Co-pilot) An AI assistant embedded in the Finterest platform that drafts and personalizes outreach messages, briefs advisors before every call, logs call summaries back into the lead, and surfaces life events such as job changes and promotions to enable timely outreach. Turns every conversation into an actionable summary.
• Finterest CRM A built-in CRM included with the Finterest platform for managing client relationships and warm leads pushed from the acquisition pipeline, allowing advisors to retain outreach history alongside prospect and contact records.

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

AI capability5 records

Feature5 records

Partnerships

Six partnerships are on record, tiered core.

• LinkedIncoreTechnology or IntegrationLinkedIn integration enables Sales Navigator connectivity and LinkedIn messaging outreach within Finterest's multi-channel cadence builder. Users can run outreach sequences that include LinkedIn messages alongside email and phone.
• HubSpotcoreTechnology or IntegrationHubSpot CRM integration allows warm leads to sync with HubSpot accounts. Finterest pushes leads to CRM with full outreach history attached.
• Sales NavigatorcoreTechnology or IntegrationLinkedIn Sales Navigator integration enables enhanced prospecting capabilities and LinkedIn outreach automation within the platform.
• Redtail CRMcoreTechnology or IntegrationIntegration with Redtail CRM, a popular CRM among registered investment advisors and broker-dealers, enables data sync for compliance-conscious advisory teams.
• OpenAIcoreTechnology or IntegrationOpenAI powers the AI co-pilot (Fin) that drafts and personalizes messages, provides pre-call briefs, generates call summaries, and operates the Life-Event Radar feature.
• Stripe, Inc.coreTechnology or IntegrationStripe processes all subscription payments. Finterest does not store payment card data; Stripe handles billing and payment processing under its own terms and privacy policy.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• HubSpot Sales Hub: CRM and sales hub widely used by smaller advisory firms. Finterest integrates with HubSpot but it is also a competitor for self-serve advisor teams at the lower end of the market.
• Salesloft: Enterprise sales-engagement platform competing for the same multi-channel outreach budget. Represents the generic incumbent threat Finterest differentiates against.
• Envestnet: Enterprise wealth-management platform serving large RIAs and broker-dealers with CRM, planning, and data tools. Broad incumbent that could bundle prospecting and compliance into its existing stack.
• Outreach: Leading sales-engagement platform built for SaaS sales teams but increasingly pushed down-market into financial services. Finterest explicitly positions against Outreach on compliance specialization.
• Redtail CRM: Established CRM dominant among RIAs and broker-dealers; Finterest already integrates with it. Broad incumbent that could expand into prospecting or be displaced by Finterest in the front of the funnel.
• Orion Advisor Tech: Large wealthtech platform offering CRM, portfolio reporting, and advisor marketing tools. Broad incumbent competing for the same advisor wallet with a much larger product suite.

Direct peers

• Wealthbox CRM: CRM and workflow tool built specifically for financial advisors. Competes with Finterest's CRM and pipeline capabilities and targets the same RIA and wealth-management persona.
• FMG Suite: Marketing automation and curated content platform purpose-built for financial advisors and RIAs. Direct overlap with Finterest on multi-channel advisor marketing and compliance-aware campaigns.
• Vanilla: Marketing and lead-generation platform for financial advisors with compliance review baked in. Closest direct peer on advisor-specific outreach combined with compliance supervision.

Emerging players

• Apollo.io: Sales intelligence and engagement platform with strong data + outreach combination. Competes on multi-channel cadence building and is one of the vendors Finterest explicitly calls out as generic.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/gofinterest

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

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 Finterest