At a glance
- At $50 a month, the subscription comes to $600 an advisor a year, and more than 250 seats puts the annual bill above $150,000.
- For an advisor at a partner firm, the subscription stops being a line in the practice budget and becomes a platform feature that arrives paid for, which shifts the build-or-buy question from the advisor to whoever sets the platform's economics.
- One comparison comes from a $2.8 billion RIA that ran its own 18-month rollout.
Visionary Square will pay FINNY AI's $50-a-month subscription for more than 250 advisors at partner firms, and FINNY takes a small share of the assets those advisors win through the platform.
At $50 a month, the subscription comes to $600 an advisor a year, and more than 250 seats puts the annual bill above $150,000. Visionary Square, the hybrid RIA, covers that cost for partner-firm advisors. No rate is given for FINNY's share of gathered assets.
For an advisor at a partner firm, the subscription stops being a line in the practice budget and becomes a platform feature that arrives paid for, which shifts the build-or-buy question from the advisor to whoever sets the platform's economics. The asset-share rate is the term to establish first: $600 a year is fixed and knowable, while a percentage of gathered assets scales with the client relationships the tool helps produce.
One comparison comes from a $2.8 billion RIA that ran its own 18-month rollout. It evaluated 11 vendors, selected three, and reported faster work but only "probably" on value, according to an Oct. 22 letter to Wealth Solutions Report's Dear Ryan column. That firm carried the evaluation and integration work itself. Visionary Square's advisors get the subscription covered, with FINNY's take tied instead to what those advisors go on to gather.