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Finterest

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AI client acquisition platform for financial professionals

Last updated September 1, 2026

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Overview

Finterest Inc. is a compliance-first AI client-acquisition platform for financial professionals: RIAs, wealth managers, and advisory teams. Founded in 2026, it sources prospects, runs multi-channel outreach across email, LinkedIn, and phone, and qualifies replies with an AI co-pilot named Fin.

History

Finterest Inc. was founded in 2026. It is a compliance-first AI client-acquisition platform built for financial professionals: RIAs, wealth managers, insurance and annuity producers, and advisory teams. The platform sources prospects, runs multi-channel outreach across email, LinkedIn, and phone, and qualifies replies with an AI co-pilot named Fin.

Sources2 sources

  1. 1Finterest: AI Client Acquisition for Financial Advisorsfinterest.com
  2. 2About Finterest | Finterestfinterest.com

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