The Advisor Journey
The Advisor Journey
Altruist
How FINNY is Redefining Advisor Growth with AI
18 minutes Posted Oct 8, 2025 at 12:00 pm.
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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 acqui...