FINNY

Ritik Malhotra, CEO of Savvy Wealth, and Eden Ovadia, CEO of FINNY told advisors at the Future Proof Citywide conference in Miami that marketing, administrative tasks, and tailored client communications are prime areas for #AI disruption. Click here to read more >> https://spr.ly/60470cq9B

Thank you Brooke Southall for covering FINNY's latest news in today's RIABiz.com. "In FINNY, the startup with the funny fintech name, all three founders possess wealth management insight and AI comprehension and their fintech is rocketing out of the gate." Read more here: https://lnkd.in/euM_BumG

“I’m not a VC, and it's fairly rare for me to invest,” Joshua Brown said in an interview with?WealthManagement.com, as he discussed his interest in FINNY and why he was not talking about the amount he invested, “but I know how much work goes into building an organic growth firm.”

Ritholtz Wealth Management CEO Joshua Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors https://lnkd.in/g8-DfMr4 #fintech #blockchain #crypto #bitcoin #cryptocurrency

Victoria Toli told Financial Planning that she was ready to leave her job as a product manager at Uber when Eden Ovadia opened her eyes to a massive issue in the advisory industry: organic growth for wealth managers. “As I started researching, the gap in the market became glaringly obvious,” she said. “I remember one advisor telling me, 'Organic growth is the first, second, third, fourth and fifth thing I think about when I wake up in the morning,' and yet all the tools available to them seemed stuck in the previous decade.” So Toli and Ovadia co-founded FINNY, an AI-powered tool that aims to solve the organic growth problem. How does your firm go about finding and reaching out to prospects? Which tools do you use? #ai #tech #prospecting

Victoria Toli told Financial Planning that she was ready to leave her job as a product manager at Uber when Eden Ovadia opened her eyes to a massive issue in the advisory industry: organic growth for wealth managers. “As I started researching, the gap in the market became glaringly obvious,” she said. “I remember one advisor telling me, 'Organic growth is the first, second, third, fourth and fifth thing I think about when I wake up in the morning,' and yet all the tools available to them seemed stuck in the previous decade.” So Toli and Ovadia co-founded FINNY, an AI-powered tool that aims to solve the organic growth problem. How does your firm go about finding and reaching out to prospects? Which tools do you use? #ai #tech #prospecting

Joshua Brown, the prolific podcaster, YouTuber, CNBC contributor and CEO of Ritholtz Wealth Management, has announced he is backing AI-powered prospecting and lead generation startup FINNY. By Davis Janowski, Senior Technology Editor for WealthManagement.com

“I’m not a VC, and it's fairly rare for me to invest,” Joshua Brown said in an interview with?WealthManagement.com, as he discussed his interest in FINNY and why he was not talking about the amount he invested, “but I know how much work goes into building an organic growth firm.”

Ritholtz Wealth Management CEO Joshua Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors https://lnkd.in/g8-DfMr4 #fintech #blockchain #crypto #bitcoin #cryptocurrency