Eden Ovadia
Co-founder of FINNY and former BCG consultant with a background in software engineering and machine learning, leading FINNY's AI-driven prospecting platform for financial advisors and a Y Combinator alumna.
Best podcasts with Eden Ovadia
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21 snips
Dec 11, 2025 • 52min
The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth
Eden Ovadia, Co-founder of FINNY and former BCG consultant, dives into how AI is revolutionizing financial advisor prospecting. She discusses FINNY’s unique approach to matching advisors with ideal clients, effectively automating outreach to foster human connections. Eden highlights real success stories, such as a solo advisor who onboarded a $5M household, and addresses common misconceptions about AI. She also emphasizes how embracing these technologies can enhance productivity and client engagement, making growth more attainable for advisors.
11 snips
May 2, 2025 • 0sec
Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic
Eden Ovadia, CEO of FINNY AI, specializes in AI productivity tools aimed at smart scheduling, while Ritik Malhotra, CEO of Savvy Wealth, focuses on email efficiency and noise cancellation. They reveal how AI tools like BlockIt and Fixer optimize email and scheduling tasks, helping executives reclaim their time. The discussion also touches on innovative note-taking apps, automated follow-ups, and the integration of various productivity platforms. Together, they share insights on enhancing workflow and communication in the fast-paced world of finance.
