FINNY vs Catchlight
Only facts from each vendor's own pages. We found no integrations that both vendors list.
FINNY | Catchlight | |
|---|---|---|
| What it does | AI 'growth officer' for advisors: prospecting, brand building and lead-to-close workflows. ↗ finny.com | Organic-growth platform that ranks prospects using client insights, with a Salesforce app and a 'Catchlight Connect' lead product. ↗ catchlight.ai |
| Pricing | $50/mo seat, plus 20 bps flat on AUM from clients FINNY sources. ↗ finny.com/pricing | Small Firms $2,500/yr. One-time Lead Portfolio Analysis $10,000 (up to 2,000 prospects and clients). Enterprise tier for $5B+ AUM firms. ↗ catchlight.ai/pricing |
| Integrations | Unverified | Redtail, Wealthbox, Salesforce, Practifi |
| Security claims | Says it maintains an ongoing SOC 2 Type 2 examination program | None found |
| Our take | The 20 bps fee on assets FINNY sources is ongoing. Model it against your own fee schedule. CCOs may want to review the pay-for-assets structure. | - |
| Visit FINNY | Visit Catchlight |
We don't declare a winner without evidence. Pick based on your CRM, budget and your CCO's view of the security claims.