Book a 30-minute working session.
Walk through how finsay applies to your firm's compliance, client communications, and research workflows. No pitch deck. No prep needed.
Your biggest pain point
Tell us where AI could save your team the most time.
Tailored walkthrough
Live demo focused on workflows that matter to your firm.
Founding Partner fit check
$299/yr per advisor, locked in while your subscription stays active · First 25 firms, up to 3 advisors per firm, by application · direct line to the team · roadmap input.
Founding Partner Program participants receive non-cash benefits (direct founder access, monthly check-ins, priority support) in addition to founder-rate subscription pricing ($299/yr per advisor, locked in for the lifetime of the active subscription). Participants who later provide testimonials about finsay are subject to disclosure requirements under SEC Rule 206(4)-1, including disclosure of the non-cash compensation described above.
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