About finsay

Built for advisors,
not for everyone.

The gap between “AI works” and “AI works under FINRA review” is where real advisors get stuck. We built finsay to close it.

Why we built this

The financial advisor market has spent two years being told “AI will transform everything” while many advisory firms still lack a documented AI usage policy. Most “AI training” on the market is generic prompt engineering — but a Form ADV update doesn't tolerate a generic answer, and a suitability narrative drafted without compliance context is a liability.

We started finsay because we kept watching advisors hit the same wall: AI tools designed for everyone, used by people who answer to FINRA, the SEC, and clients who don't tolerate generic.

What makes us different

FA-specific, not generic

Every module is built for advisors — Reg BI disclosures, suitability narratives, Q4 commentary, ADV updates, documenting AI use under exam. No 'AI for everyone' content.

Compliance-first by design

Aria, our AI tutor, is scoped to advisor workflows and refuses to draft anything its compliance lens flags as risky. Examples are reviewed against FINRA / SEC posture before they ship.

Briefing over noise

One short daily Briefing on what changed in AI for advisors — what it means and what to do — instead of a firehose of headlines nobody reads. Subscribing is free, forever.

Built for how you actually work

A 7-minute lesson on the way to your next client meeting. A prompt template you can paste into the tool you already use. We don't ask you to switch your CRM, your portfolio system, or your day.

Our mission

To make every financial advisor confident enough with AI to ship faster, document better, and never apologize to a regulator for using a tool.

Team

Jyoti Kumari

Founder & CEO

Jyoti leads finsay's CE programs. finsay is a CFP Board CE Sponsor (#9311) with four courses accepted by CFP Board for CE credit, and a NASAA-approved IAR CE provider (course C82230). She authors the curriculum.

Before finsay she spent four years in health information management and several more in business analysis and systems work — which is where she learned that regulated industries don't fail at technology. They fail at documentation and training.

NASAA does not endorse any particular provider of IAR CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

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Krithika

Growth Marketing Manager

Leads growth marketing at finsay — owning how advisors discover the platform and turn the free daily Briefing into a lasting habit. She runs demand generation, lifecycle, and the experiments behind the funnel.