The OS for independent financial advisors

FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship.

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Total Open and Closed Positions

Total open positions, and positions newly closed since the previous update

Department Headcount Over Time

Open positions per department · top 6 at any point in the window

Newly Opened and Closed Positions

Position Churn Rate

Positions closed within 14 days of opening · a high rate suggests posting instability — duplicates, pulled listings, or roles filled through internal or off-market channels

Time-to-Fill Distribution

Days from open to close · closed positions only

Salary Trend Over Time

Monthly median base salary · USD · annualized · p25/p75 dashed

Salary Range by Department

Employment Type

Technical vs. Non-technical

Open positions · by department

Top Roles by Department

Seniority Mix

Derived from job title keywords

Equity Range by Department

Top Skills

Top Tech Stacks

Skills Trend

Change in share of postings · recent 3 months vs. prior 3 months

Tech Stack Evolution

Positions opened per month · top 5 technologies