Built for advisors,
not for everyone.
The gap between “AI works” and “AI works under FINRA review” is where real advisors get stuck. We built finsay to close it.
Why we built this
The financial advisor market has spent two years being told “AI will transform everything” while regulators warn that the majority of advisors have no documented AI usage policy. Most “AI training” on the market is generic prompt engineering — but a Form ADV update doesn't tolerate a generic answer, and a suitability narrative drafted without compliance context is a liability.
We started finsay because we kept watching advisors hit the same wall: AI tools designed for everyone, used by people who answer to FINRA, the SEC, and clients who don't tolerate generic.
What makes us different
FA-specific, not generic
Every module is built for advisors — Reg BI disclosures, suitability narratives, Q4 commentary, ADV updates, documenting AI use under exam. No 'AI for everyone' content.
Compliance-first by design
Aria, our AI tutor, is scoped to advisor workflows and refuses to draft anything its compliance lens flags as risky. Examples are reviewed against FINRA / SEC posture before they ship.
Briefing over noise
One weekly Briefing per advisor — what changed, what it means, what to do — instead of a 47-headline daily digest nobody reads. Subscribe is free, forever.
Built for how you actually work
A 7-minute lesson on the way to your next client meeting. A prompt template you can paste into the tool you already use. We don't ask you to switch your CRM, your portfolio system, or your day.
Our mission
To make every financial advisor confident enough with AI to ship faster, document better, and never apologize to a regulator for using a tool.
Team
Jyoti Kumari Raj
Founder & CEO
MS and MBA from the United States. Background in management and product, bridging business strategy with technology delivery. Founded finsay to give financial advisors AI training that survives a regulator's review — not generic prompt engineering.
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