Affiliated Advisors Launches AI-Driven Organic Growth Initiative in Partnership with FINNY

New program equips Affiliated Advisors with AI-powered marketing tools and a dedicated peer community to accelerate organic growth

NEW YORK, Sept. 8, 2026 /PRNewswire/ -- Affiliated Advisors, a leading advisor service and support platform, announced today the launch of a new organic growth initiative for its financial advisors, powered by FINNY, an AI-driven growth and marketing platform. The initiative gives advisors in the Affiliated Advisors network access to FINNYs technology at a discounted rate, along with a dedicated peer community designed to help advisors sharpen and scale their marketing efforts.

FINNY helps advisors build and execute targeted marketing campaigns using artificial intelligence, giving them a more efficient way to reach prospects, build their brand, and generate new business opportunities. As part of the initiative, Affiliated Advisors has formed a cohort of participating advisors who meet regularly to share best practices, discuss results, and learn from one another's experience with the platform. FINNNY's leadership also takes part in these sessions, offering advisors direct access to the team behind the technology.

"Organic growth is one of the biggest challenges advisors are facing, and it's an area where we're committed to giving our advisors a real edge," said Tom Rippberger, Managing Partner of Affiliated Advisors. "Partnering with FINNY gives our advisors a modern, AI-powered way to build their pipeline, paired with a community where they can learn from each other as they put these tools into practice, 

Since launching the initiative, participating advisors have reported early signs of traction, including increased appointment activity and stronger brand recognition in their local markets. Advisors pay a straightforward monthly subscription fee for access to the FINNY platform, with Affiliated Advisors affiliated representatives receiving a preferred rate.

What stood out to us about Affiliated Advisors is how collaborative and engaged their advisors are," said Eden Ovadia, Co-Founder and CEO of FINNY. "Our AI enables advisors to automate putting the right message in front of the right leads at the right time, and pairing that with peer coaching and community support drives even more efficient organic growth."

Affiliated Advisors plans to continue expanding the cohort and sharing insights from the program as more advisors adopt the platform.

About Affiliated Advisors

Affiliated Advisors is an award-winning growth platform dedicated to empowering financial advisors to build enterprise-ready firms with enduring equity value. Through business consulting, M&A and succession planning expertise, along with technology enablement, and advisor development programs, Affiliated Advisors equips independent advisors with the resources and strategies required to grow, compete and succeed in a rapidly evolving wealth management landscape. www.AffiliatedAdvisors.com 

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

About FINNY

FINNY is the AI-powered prospecting and marketing platform built exclusively for financial advisors. By leveraging advanced data intelligence and automation, FINNY helps advisors identify, prioritize and engage high-intent prospects effortlessly, removing the guesswork from client acquisition. With a proprietary database of millions of records, a predictive F-Score matching engine and automated outreach tools, FINNY helps ensure that cold outreach is targeted, scalable and seamlessly integrated into an advisor's workflow.

SOURCE Affiliated Advisors