Grow your practice, expand your reach, and stay ahead with AI-powered tools built for financial advisors.

Join a private network of advisors using Fyniq Circle to learn, share, and attract new clients — together.

Join the Circle
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How It Works

01

Learn

Access playbooks, AI agents, and templates designed to help you generate leads and grow your client base.

02

Share

Post your best ideas, client insights, or stories — the Circle amplifies your reach across LinkedIn, YouTube, and TikTok.

03

Grow

Collaborate with other advisors, CPAs, and attorneys through referral Blueprints and co-branded lead magnets that bring clients to you.

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Why Advisors Join

AI-Assisted Growth

Create professional posts, videos, and campaigns in your own voice.

Built-In Community

Collaborate with peers and share what’s working in real time.

Referral Blueprints

Partner with trusted professionals to expand your pipeline.

Co-Branded Creative

Get design, copy, and video assets tailored to your brand.

Two businesswomen focused on reviewing financial charts and data in an office setting.
Detailed view of financial trading graphs on a monitor, illustrating stock market trends.

For Founding Members

Join the Founding Circle and help shape the platform’s next phase.

Early access to AI Growth Agents
Exclusive visibility on the Circle directory
Revenue share on referral campaigns
Lifetime discounted access

Be part of the new era of advisor collaboration and growth.

Spaces are limited for the pilot cohort. Apply today and get your first AI-assisted campaign free.

Get Started

Find the Perfect Fit for Your Advisor Team

Choose the plan that aligns with your growth goals and budget. Each tier includes AI-assisted content, curated Blueprints, and access to your Breakwater-branded Circle.

Pilot Program

$2,500 / mo

90-Day Starter for up to 10 Advisors

Test the system and see AI-assisted growth in action. Perfect for small teams looking to prove value and train on real content.

4 Core Blueprints: Advisor Growth, Content Ops, Member Engagement, Sales Automation
AI-Generated Content: 2 videos, 6 text/social posts per advisor
Brand Voice Training + Creative Sprint
Breakwater-Branded Circle setup
Get Started

Growth Plan

$5,000 / mo

Scale & Optimize for up to 25 Advisors

Expand your team’s reach while automating content, engagement, and analytics. Ideal for scaling your advisor network efficiently.

Everything in Pilot, plus:
Verified Advisor Profiles & Engagement Analytics
Compliance review tools for content and workflows
AI-Generated Content: 4 videos, 12 text/social posts per advisor
Get Started

Enterprise Partner

$10,000 / mo

Full Ecosystem for 50+ Advisors

Integrate CPAs, attorneys, and referral networks into a single advisor growth ecosystem. Unlimited AI content generation included.

Everything in Growth, plus:
CPA & Attorney Circle Integration
Referral Analytics & Revenue Attribution
Advanced Blueprint Library Access
Dedicated AI Training & Support
Get Started

Setup Cost: $1,000 one-time (includes Circle setup, voice model training, and blueprint customization)

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