Our mission at FINNY is to take the guesswork out of prospecting, and equip wealth managers with the tools they need to close on the highest priority prospects. 

Business Development

FinTech

Investment Management

Venture Capital

FINNY

FINNY's headquarters in New York, United States

Eden Ovadia

Theodore Janson

This department focuses on the design, development, and enhancement of products through engineering expertise.

Product Engineering

This department focuses on ensuring customer satisfaction and optimizing the client experience throughout their journey.

Customer Success

This department provides strategic guidance and oversight through a group of experienced advisors and board members.

Advisory Board

This department defines the strategic direction and oversees the overall operations of the organization.

Executive Leadership

This department manages and optimizes product flow and overall business processes to ensure efficiency and effectiveness.

Product and Business Operations

This department focuses on creating and refining products from conception through launch.

FINNY

Org chart

Teams

Product Engineering

Customer Success

Advisory Board

Executive Leadership

Product and Business Operations

Product Development

Offices

FINNY

Org chart

Teams

Product Engineering

Customer Success

Advisory Board

Executive Leadership

Product and Business Operations

Product Development

Offices

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