Episode 122: This week, Kyle Van Pelt talks with Eden Ovadia, Co-Founder of FINNY. Before FINNY, Eden worked on the private equity team at Boston Consulting Group, where she advised on major M&A deals across the wealth management space. Driven by her background in AI and engineering, and inspired by the wealthtech industry's shifting dynamics, Eden co-founded FINNY to help advisors build predictable, personalized, and tech-enabled organic growth engines.
Eden discusses why the wealth management industry is ripe for innovation and disruption. She also shares why referrals are no longer enough to drive organic growth, and how FINNY rewrites the marketing playbook using machine learning to create hyper-personalized, high-propensity matches between advisors and prospects.
In this episode:
(00:00) - Intro
(02:18) - Eden's money moment
(04:12) - Innovation in wealth management
(07:28) - Why referrals are no longer enough to grow organically
(09:25) - How FINNEY rewrites the traditional marketing playbook
(16:16) - The power of niching and segmentation in organic growth
(18:14) - Introducing the F-score: FINNY's proprietary machine learning algorithm