Skip to content
Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
wealthtech vendor

Finny

See the full tech profile in the PWD Tech Directory →
In network coverage since August 17, 2026 · 4 stories
Network coverage
The Close

Fidelity's $100 million floor meets Anthropic's $4,800 minimum

Custody is priced on assets; the software layer above it is now priced on seats, calls and commitments.
The Close · Oct 23Visionary Square to pay $50 monthly FINNY AI fee for 250-plus advisors
RIA · Sep 25Pay-as-you-grow is the honest price for lead gen
RIA · Aug 17Finny bets a $50 fee on the assets it helps win
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.