How FINNY is Redefining Advisor Growth with AI

Eden Ovadia, co-founder and CEO of Finny, joins The Advisor Journey live from Future Proof 2025 to share how her team is tackling one of the industry’s most pressing challenges: organic growth.

Before starting FINNY, Eden worked in private equity and M&A at Boston Consulting Group, where she saw firsthand how unsustainable acquisition-driven growth had become for advisory firms. That experience sparked her vision for FINNY: a platform that uses AI and machine learning to make client acquisition scalable, efficient, and—most importantly—achievable for every advisor.

In this episode, Eden explains why most advisors struggle to grow beyond referrals, how FINNY built traction from 15 signed clients before even launching an MVP, and why having three co-founders became their biggest growth hack. She also breaks down FINNY’s approach to prospecting—where setting up a campaign takes just 15 minutes and can generate millions in new assets with minimal advisor time.

From early YC rejection to a $600K sales quarter, FINNY’s story is a blueprint for what’s possible when technology meets real advisor pain points. Eden also shares her vision for the future: a $1B solo advisor, enabled by automation, focusing only on what they love most—serving clients.

If you want to understand how technology is reshaping growth in wealth management, this episode is essential listening.

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Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...