Finterest
AI prospect sourcing and multi-channel outreach with pre-send compliance review for advisors and agents
Founded 2026finterest.comNot yet confirmed by the company
What it does
Finterest is an AI client-acquisition platform for financial professionals: RIAs, wealth managers, insurance and annuity producers and their teams. It packages prospect sourcing, outreach and reply handling in one tool built around the supervision requirements of regulated firms.
Users describe their ideal client in plain language and get ranked prospects pulled from connected data providers such as Apollo, ZoomInfo and LinkedIn Sales Navigator, with job changes and promotions flagged as triggers. Advisors then run sequences across email, LinkedIn and phone; an AI co-pilot drafts each message, which the user must review before it sends, and provides pre-call briefs and call summaries. Replies from all channels land in one inbox sorted by intent, and warm leads push to HubSpot, Salesforce or Monday.com. An audit trail records every touch.
Finterest Inc. was founded in 2026 by Raphael Blumenthal and Natanel Perez. Published pricing is per seat: $299 per month solo, $249 per seat for 2-5 seats and $199 per seat for 6-20 seats.
Best for
- Serves
- RIAs, Insurance
Features
- Plain-language ideal-client search
- Job-change trigger alerts
- Email, LinkedIn and phone sequences
- AI-drafted messages with pre-send review
- Unified reply inbox
- CRM push with outreach history
Pricing and deployment
- Pricing model
- Per seat
- Published pricing
- Solo $299/month; Team $249/seat/month (2-5 seats); Practice $199/seat/month (6-20 seats); Firm 21+ seats quoted
- Deployment
- Cloud
Integrations
Data feeds
- Apollo
- ZoomInfo
Integrations
- Gmail
- HubSpot
- LinkedIn Sales Navigator
- Microsoft 365
- Monday.com
- RingCentral
- Salesforce
- Twilio
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