vs FINNY

WhereFINNYstops, we keep going.

FINNY's triggers are inferred household life-events — mid-confidence signals from a broad data layer, not a primary public-record filing. For executives at public companies, the SEC filing itself is the highest-fidelity trigger possible: dated, dollar-quantified, audit-traceable. We give you the filing reference next to every prospect; FINNY gives you a probability score on a household.

What FINNY does well

End-to-end outreach automation. FINNY is the most aggressive on the agentic-outreach axis — once a lead is in, the AI agent sequences the touches for you. The breadth of triggers covers more of a typical mass-affluent book than equity-comp alone.

Backed by

FactSet · $17M raised

Signal source

Broad household life-events (job change, home purchase, inheritance, retirement)

Pricing model

Per-seat SaaS with a full AI outreach agent — proprietary F-Score + automated sequencing on broad household life events.

Pricing

Per-seat SaaS

Custom / contact sales

as of Jun 16, 2026

Competitor pricing reflects their published rates as of the dates shown. Verified periodically; may have changed since.

Where the axis matters

Four dimensions. Core Growth AI vs FINNY.

Signal source

FINNY

Consumer marketing data, social, news scraping

Core Growth AI

SEC EDGAR filings (Form 3/4/5, DEF 14A, 8-K Item 5.02) + state DOL WARN portals — primary sources only

Proof:Every prospect ships with the filing accession number or WARN-notice reference. No inferred third-party data.

Event precision

FINNY

Inferred, undated, no dollar figure

Core Growth AI

Documented, dated, dollar-quantified liquidity event

Proof:Every prospect shows: filing reference, transaction date OR effective date, approximate dollar value, grant type (RSU/Option/PSU), and the underlying schedule.

Lead type

FINNY

Score leads you already have (Catchlight) or broad net-new (WealthFeed/Aidentified)

Core Growth AI

Net-new, filing-triggered, with a written situation brief + Claude-generated dossier per prospect

Proof:Each lead arrives with: a situation brief, an AI dossier (bio, wealth signals, family, planning opportunities), and a drafted first-touch outreach ready for review.

Timing

FINNY

Reacts to news / press cycle

Core Growth AI

Fires on the filing — typically 30 to 90 days ahead of the news cycle

Proof:We poll EDGAR every 5 minutes. WARN filings give a 60-day federal notice window. By the time the press release lands, you've already had the conversation.

Compliance posture

Every prospect originates from a public SEC filing or state DOL WARN notice, so the reason you're reaching out is auditable by construction. Core Growth AI stays vendor-neutral on supervision — you can route every drafted touch through your existing archiving vendor before it sends. How compliance & supervision works →

See it on your own territory.

The Liquidity Brief is the fastest way to test Core Growth AI against FINNY. 30 filing-sourced prospects in the territory you pick — region, multiple states, or one. Branded PDF + Excel in 48 hours.

Get a Liquidity Brief All comparisons