We're on a mission to empower independent financial advisors with AI-driven marketing tools that are both powerful and compliant, helping you build stronger client relationships and grow your practice with confidence.
Join FinKode TodayFinancial advisors face unique challenges in today's digital landscape. Between regulatory compliance, client communication, and business development, there's little time left for what matters most - serving clients.
FinKode bridges this gap by providing AI-powered marketing automation that understands the financial services industry. Our platform generates compliant content, automates lead nurturing, and provides actionable analytics - all while maintaining the highest standards of regulatory compliance.
We believe that technology should amplify human expertise, not replace it. That's why our tools are designed to enhance your client relationships and free up your time to focus on providing exceptional financial advice.
Financial advisors spend 60% of their time on administrative tasks
Complex compliance requirements limit marketing creativity
Generic marketing tools don't understand financial services
Successful advisors need specialized tools to scale effectively
These core values guide everything we do, from product development to customer support.
Every feature we build is designed with the financial advisor's client relationships at the center, helping you deliver exceptional value.
Built with financial services regulations in mind, ensuring your marketing efforts remain compliant with FINRA and SEC requirements.
Leveraging cutting-edge AI technology to help financial advisors scale their practices and reach more clients effectively.
We measure success by your success - increased client engagement, improved compliance, and measurable ROI on your marketing efforts.
A diverse team of financial services professionals, technology experts, and compliance specialists working together to revolutionize advisor marketing.
Industry veterans with decades of combined experience in financial services technology and compliance.
Expertise: FinTech, Compliance, AI Technology
Expert developers specializing in financial services applications and regulatory compliance systems.
Expertise: Full-Stack Development, Security, API Integration
Former FINRA and SEC professionals ensuring our platform meets the highest regulatory standards.
Expertise: Financial Regulations, Risk Management, Audit Compliance
Join hundreds of financial advisors who are already using FinKode to streamline their marketing, ensure compliance, and grow their client base.