About us

Meet The Founding Team

Driven by a passion for innovation, we are a tech-first team of entrepreneurs with diverse backgrounds ranging from Machine Learning, to Consulting and Wealth Management.

Eden Ovadia

Co-Founder

Victoria Toli

Co-Founder

Theodore Janson

Co-Founder

Dimitri Rogé

Founding Engineer

What we believe

Organic growth isn’t a myth. As long as the following premises are met:

Prospecting deserves its own solution

FINNY isn't a horizontal, generic solution. It was built with you in mind.

We need a solution that won't get forgotten when things get busy

FINNY doesn't help you do the work. It does the work for you.

Prospecting needs to be hyper-targeted

FINNY isn't just another cold outreach engine.

Personalization matters

Choosing an advisor is deeply personal. FINNY's matching algorithm reflects that.

Meet Our Strategic Advisory Board

More than 30 advisors have trusted us to make their lives simpler, and we take that responsibility very seriously. We have formed a close circle of industry experts to help ensure FINNY's excellence.

I love that Finny leverages AI and data to address the key challenge for financial advisors: driving growth in a post-cold-calling world. It identifies prospects most likely to connect with a specific advisor based on their unique background and handles the pre-work to create a warm connection.
Kevin Reed
Head of Partnerships at Morningstar
Let's face it, the traditional prospecting processes are time-consuming, manual, and often yield limited success. The age-old approach of casting a wide net and hoping for a few conversions just isn't working anymore. FINNY is solving this problem by taking the guesswork out of prospecting and allowing wealth managers to focus on what they do best - building relationships.
Joe Moss
Founder of proadvisorsuite
I'm excited to work with Finny as it takes on one of the most existential challenges in wealth management --organic growth -- with modern AI tools and "big data" methods more classically mastered by consumer industries.
Caitlyn Driehorst
CEO Rightwise Wealth
I’ve spent my career helping advisors forge deep connections with prospects so they are the only option in their minds, but FINNY solves the problem of finding ideal prospects at scale. I'm excited about FINNY because in the hands of a well-trained advisor, this isn’t a tool, it’s a game-changer.
Joshua Wilson
Founder of Catalyvation
I am excited about Finny because I think it will provide our partner firms with a new, unique channel for client acquisition that will accelerate growth.

Gianna Parella
VP at Merchant

Are you ready to

accelerate your growth?

Are you ready to

accelerate your growth?

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your AI-native prospecting agent

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