A clear platform price
No percentage of sourced assets. Extra usage, services, mailing and media are separate.
COMPARE LEAD GENERATION / CLIENTGEN & FINNY
Grow your book.
Keep your fee flat.
Ready to add lead generation? Compare the platform data, outreach tools and cost of growth. Run your own numbers and choose what fits your practice.
Platform subscription shown. Extra credits, services, mailing and media are separate.
YOUR PLATFORM SUBSCRIPTION$2,388/year
YOUR BOOK GROWS →0% asset-based platform fee
Understand the person
Explore household wealth estimates, relatives, property, career history and life events.
Put the context to work
Build sequences with email, LinkedIn, handwritten notes and postcards. Create campaign assets in Claude.
Move the slider. See the difference.
What does growth cost you?
ClientGen’s platform subscription stays at $2,388 a year. FINNY’s published model combines a subscription with an annual fee on qualifying sourced assets.
One advisor · constant balance for a full year
ClientGen Platform / year$2,388
Annual software subscription
No percentage of sourced assets
FINNY modeled fees / year$10,600
$600 subscription + $10,000 asset fee
$50/month + 20 bps annually
Difference in modeled annual fees$8,212
ClientGen is lower in this scenario.
Additional costs excluded below.
Swipe the chart to see more. The full cost table is below.
ClientGenFINNY · 20 bps + $50/mo
| Assets sourced | ClientGen | FINNY |
|---|---|---|
| $1M | $2,388 | $2,600 |
| $5M | $2,388 | $10,600 |
| $10M | $2,388 | $20,600 |
| $25M | $2,388 | $50,600 |
What the model includes: ClientGen’s annual platform subscription versus one FINNY advisor subscription plus a 0.20% annual fee on qualifying sourced assets. It does not apply that fee to your existing book.
Additional costs: ClientGen extra credits, optional Campaign Service, mailing and media; FINNY optional add-ons; and taxes. Your campaign costs and signed agreement determine the full bill. This is a fee illustration, not a forecast or quote.
The modeled fees cross at $894,000 of qualifying sourced assets. FINNY’s modeled fee is lower below that balance; ClientGen’s is lower above it. FINNY bills its asset fee using quarterly account balances, so actual annual charges vary.
Pricing reviewed September 22, 2026. Sources: FINNY pricing and FINNY terms. Enterprise agreements may differ.
Feature by feature
Compare the essentials.
Prospecting, enrichment, outreach and reporting—plus what you pay. Compare the features and commercial model side by side.
13 capabilities shown
Checkmarks indicate confirmed capabilities.
| Capability | ClientGen | FINNY |
|---|---|---|
| Discover your market | ||
| Prospect discovery | Search by geography, wealth, occupation and more | Prospect database and niche matching |
| Life-event signals | 11 catalyst categories in Discover | Money-in-motion signals |
| Enrich your data | ||
| Contact enrichment | Individual lookups and bulk CSV workflows | Prospect data and CRM enrichment |
| Turn insight into outreach | ||
| Email and social outreach | Email and LinkedIn campaign steps | Email and social messaging |
| Scheduled prospecting flows | Saved search → Unlock Flow → campaign | Automated prospecting and follow-up |
| Content creation | Branded campaign creative through the Claude connector | Personalized messages, posts and articles |
| Work inside Claude | Campaign connector software included for subscribers | Publishes an integrated AI growth-officer workflow |
| Follow the relationship | ||
| Campaign reporting | Email, LinkedIn, delivery and QR-scan metrics | Campaign engagement and meeting notifications |
| CRM workflows | Salesforce, Wealthbox, HubSpot and Redtail integrations | CRM enrichment |
| Understand the commercial model | ||
| Platform subscription | $2,388/year | $50/advisor/month |
| Asset-based fee | No percentage of sourced assets | 20 bps/year on qualifying sourced assets |
| Data allowance | 1,000 upfront profile credits; additional credits extra | Advertises unlimited prospect and client data |
| Optional services and execution | Campaign Service, extra credits, mailing and media are additional | Optional add-ons available |
Discover your market
- Prospect discovery
- ClientGenSearch by geography, wealth, occupation and more
- FINNYProspect database and niche matching
- Life-event signals
- ClientGen11 catalyst categories in Discover
- FINNYMoney-in-motion signals
Enrich your data
- Contact enrichment
- ClientGenIndividual lookups and bulk CSV workflows
- FINNYProspect data and CRM enrichment
Turn insight into outreach
- Email and social outreach
- ClientGenEmail and LinkedIn campaign steps
- FINNYEmail and social messaging
- Scheduled prospecting flows
- ClientGenSaved search → Unlock Flow → campaign
- FINNYAutomated prospecting and follow-up
- Content creation
- ClientGenBranded campaign creative through the Claude connector
- FINNYPersonalized messages, posts and articles
- Work inside Claude
- ClientGenCampaign connector software included for subscribers
- FINNYPublishes an integrated AI growth-officer workflow
Follow the relationship
- Campaign reporting
- ClientGenEmail, LinkedIn, delivery and QR-scan metrics
- FINNYCampaign engagement and meeting notifications
- CRM workflows
- ClientGenSalesforce, Wealthbox, HubSpot and Redtail integrations
- FINNYCRM enrichment
Understand the commercial model
- Platform subscription
- ClientGen$2,388/year
- FINNY$50/advisor/month
- Asset-based fee
- ClientGenNo percentage of sourced assets
- FINNY20 bps/year on qualifying sourced assets
- Data allowance
- ClientGen1,000 upfront profile credits; additional credits extra
- FINNYAdvertises unlimited prospect and client data
- Optional services and execution
- ClientGenCampaign Service, extra credits, mailing and media are additional
- FINNYOptional add-ons available
ClientGen fields depend on available records and are not guaranteed for every person. The current Claude connector prepares campaigns using an audience you supply.
Reviewed September 22, 2026 against the current ClientGen product and FINNY product overview, pricing and terms. Confirm provider-specific features and your agreement during a demo.
Know what you are agreeing to
Compare the relationship.
As well as the price.
FINNY’s published terms provide for continuing asset fees while qualifying clients remain, including after the software subscription ends. Review how attribution, account balances and any negotiated terms apply to your practice.
Read FINNY’s published termsAlready working in Claude?
Your ClientGen platform subscription includes connector software for preparing branded postcards, notes, ads and landing pages in Claude.
The standalone connector is 30 days free, then $49/month. That narrower product is separate from the full-platform comparison above. Mailing, media and Claude access are additional.
Explore ClientGen for ClaudeMake the comparison personal
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