Finny uses AI to help advisors find and prioritize prospects from aggregated data. It's fast for lead generation, but it focuses on surfacing names and short summaries rather than deep, cited profiles you can act on with confidence.
WealthAtlas is built from the ground up with AI to research prospects across the entire open web (+ proprietary databases), assemble fully verified profiles, and cite every source — so every number and detail is something you can trace and trust.
Teams switch from Finny to WealthAtlas so that they have more accurate, more up-to-date, and more useful profiles — with every fact cited back to its source. That means less time aggregating data and more time engaging the right people.