Products & Services Launches – 8/20/2026
Finny Launches ‘Pay-as-You-Grow’ Pricing for Advisers
Finny AI Inc., an artificial-intelligence-powered prospecting and marketing platform built exclusively for financial advisers, introduced “Pay-as-You-Grow,” an outcome-based fee model. Advisers get unlimited access to the platform for $50 per month, plus a small percentage of assets brought under management facilitated by Finny, paid only while those clients remain with the adviser.
The fee model has no minimum, no custody moves and no requirement for advisers to change how they run their practice.
Previously, Finny charged a flat annual subscription of either $6,000 or $12,000 for its software, regardless of growth outcomes.
Advisers can join a waitlist to gain access to the new pricing program. Existing Finny users will be grandfathered in and provided the option to switch as eligible.
Equity Trust Uses Crowd Street’s Private Market Investment Platform
Crowd Street launched new private market investment platform capabilities with Equity Trust Co., a custodian for self-directed registered investment advisers and other retirement accounts.
Through self-directed IRAs, investors can use eligible retirement capital to access private market opportunities, such as private equity, private credit, venture capital and real estate, while maintaining potential tax advantages associated with retirement accounts.
Investors also have access to educational resources developed in collaboration with Callan to support informed decision-making.
Equity Trust Co. had $81 billion in assets under custody and administration as of December 31, 2025.
Stash, Capitalize Announce New Rollover Partnership
Stash Financial Inc., a financial technology provider, and Capitalize Money Inc., a platform for retirement account transfers, formed a partnership to make it easier for Stash customers to consolidate retirement savings.
Through the partnership, Stash integrated Capitalize’s Embedded Rollover API, enabling customers to transfer legacy 401(k) accounts into individual retirement accounts directly within Stash’s application.
With Capitalize, eligible Stash customers will be able to search for old 401(k) accounts, initiate rollover requests digitally and access guided support from Stash throughout the transfer.
The program will be available to eligible U.S. Stash customers starting August 19.
Guggenheim Investments Debuts 2 ETFs
Guggenheim Investments, a global asset management company, launched two actively managed exchange-traded funds: Guggenheim Enhanced Equity Income ETF and Guggenheim Investment Grade CLO ETF.
The new ETFs are actively managed by a team of portfolio managers and investment professionals. They complement Guggenheim Investments’ existing mutual funds, separately managed accounts and institutional vehicles.
Guggenheim Enhanced Equity Income ETF invests in high-dividend paying equities and receives income from a systematic covered-call strategy and seeks to capture a significant portion of equity market upside.
Guggenheim Investment Grade CLO ETF manages exposure across the collateralized loan obligation capital structure to capitalize on market and credit cycle views and relative value opportunities.
The ETFs began trading on August 20. Guggenheim Investments has more than $367 billion in total assets across fixed income, equity and alternative investments.
