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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
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Visionary Square

In network coverage since October 22, 2026 · 6 stories
4Deals on our tracker
Deal recordFull tracker →
Oct 21, 26Deal announcedFINNY AI — coverage
Oct 21, 26Deal announcedFINNY AI — coverage
Oct 21, 26Deal announcedFINNY AI — coverage
Oct 21, 26Deal announced — coverage
Network coverage
The Close

Claude sets $4,800 seat minimum; FINNY's $50 fee adds asset share

Visionary Square pays the fee for 250-plus advisors; FINNY takes a share of assets won at an unstated rate.
The Close · Oct 26Fidelity's $100 million floor meets Anthropic's $4,800 minimum
The Close · Oct 23Visionary Square to pay $50 monthly FINNY AI fee for 250-plus advisors
Data · Oct 23Visionary Square to pay $50-a-month FINNY AI fee for 250-plus advisors
RIA · Oct 22Visionary Square will pay FINNY AI subscriptions for more than 250 advisors
Practice management · Oct 22Visionary Square will cover FINNY AI subscription costs for 250-plus advisors
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