Comparison
ClientGen vs Finny, line by line.
Same category, two very different deals. The table below is the whole picture, including the part most comparisons leave out, which is what each one costs you.
A flat price, not a cut
$2,388 a year, whatever you build on it. Finny takes a percentage of the assets it sources, and their terms keep charging it after you cancel.
Every channel, not just email
Handwritten notes, postcards, LinkedIn, email on a protected sub-domain, and digital ads. Replies come from the channels most tools skip.
Your book, watched
Real-time alerts, outside-asset aggregation, and wallet-share tools across the clients you already have, not just the ones you are chasing.
What it costs you
A flat fee, against a slice of your book.
Finny charges a per-seat subscription plus 20 basis points on the assets it sources. That fee scales with everything you build.
View as a table
| Assets sourced | ClientGen | 20 bps + seat |
|---|---|---|
| $1M | $2,388 | $2,600 |
| $5M | $2,388 | $10,600 |
| $10M | $2,388 | $20,600 |
| $25M | $2,388 | $50,600 |
Annual cost in a single year. The basis-point line models a $50/month per-seat subscription plus 20 bps on sourced assets, per Finny's published pricing and terms (accessed 26 August 2026). Their fee recurs while the client stays and, per those terms, survives cancellation; ClientGen's does not scale with your book.
Feature by feature
The full comparison
Every capability, side by side. Nothing hidden behind a demo.
| Capability | ClientGen | Finny |
|---|---|---|
| Lead generation & prospecting | ||
| Money-in-motion event tracking | Included | Included |
| 12 distinct money-in-motion events | Included | Not included |
| AI-powered lead scoring | Included | Included |
| Prospect database with advanced filters | Included | Included |
| Warm introduction paths | Included | Not included |
| Data & enrichment | ||
| Contact enrichment (name, email, phone) | Included | Included |
| Broadridge partnership for net-worth data | Included | Not included |
| Net worth, income & family demographics | Included | Not included |
| Social profiles & verified contact info | Included | Included |
| Data export (CSV, Excel) | Included | Not included |
| Outreach & marketing | ||
| Email campaign automation | Included | Included |
| LinkedIn outreach automation | Included | Included |
| Email marketing integration | Included | Not included |
| Handwritten notes (direct mail) | Included | Not included |
| Postcard campaigns (direct mail) | Included | Not included |
| Dedicated sub-domains for email protection | Included | Not included |
| Omni-channel campaign management | Included | Included |
| AdvisorStream integration | Included | Not included |
| Monitoring & retention | ||
| Real-time money-in-motion alerts | Included | Not included |
| Aggregate outside client assets | Included | Not included |
| Client retention & wallet-share tools | Included | Not included |
| Integrations & enterprise | ||
| CRM integrations (Salesforce, Redtail, Wealthbox) | Included | Not included |
| Enterprise APIs for scale deployment | Included | Not included |
| Compliance hub for broker-dealers | Included | Not included |
| Security & compliance | ||
| Data platform SOC 2 Type II certified† | Included | Included |
| Data platform is a registered data broker† | Included | Not included |
| What it costs you | ||
| Flat annual price, no percentage of AUM1 | Included | Not included |
Money-in-motion event tracking
ClientGenFinny12 distinct money-in-motion events
ClientGenFinnyAI-powered lead scoring
ClientGenFinnyProspect database with advanced filters
ClientGenFinnyWarm introduction paths
ClientGenFinny
Contact enrichment (name, email, phone)
ClientGenFinnyBroadridge partnership for net-worth data
ClientGenFinnyNet worth, income & family demographics
ClientGenFinnySocial profiles & verified contact info
ClientGenFinnyData export (CSV, Excel)
ClientGenFinny
Email campaign automation
ClientGenFinnyLinkedIn outreach automation
ClientGenFinnyEmail marketing integration
ClientGenFinnyHandwritten notes (direct mail)
ClientGenFinnyPostcard campaigns (direct mail)
ClientGenFinnyDedicated sub-domains for email protection
ClientGenFinnyOmni-channel campaign management
ClientGenFinnyAdvisorStream integration
ClientGenFinny
Real-time money-in-motion alerts
ClientGenFinnyAggregate outside client assets
ClientGenFinnyClient retention & wallet-share tools
ClientGenFinny
CRM integrations (Salesforce, Redtail, Wealthbox)
ClientGenFinnyEnterprise APIs for scale deployment
ClientGenFinnyCompliance hub for broker-dealers
ClientGenFinny
Data platform SOC 2 Type II certified†
ClientGenFinnyData platform is a registered data broker†
ClientGenFinny
Flat annual price, no percentage of AUM1
ClientGenFinny
1Finny charges a $50/month per-seat subscription plus a 20 basis point success fee on assets it sources. Per Finny's published terms, that fee is payable for as long as the client remains, survives termination of the agreement, and is non-refundable. Source: finny.com/pricing and finny.com/terms, accessed 26 August 2026.
†These certifications are held by the data platform powering ClientGen, not by ClientGen itself.
See it against your own market.
A short walkthrough of the prospects, signals, and campaigns ClientGen would surface for you.