What We Do

Finaeo helps financial advisors win in a digital era. By streamlining the administrative process from prospect-to-purchase, Finaeo helps financial advisors reduce the burden of manual paperwork and old processes. Instead, Finaeo helps advisors spend time on what matters; building real relationships with their clients and never letting anything fall through the cracks.

Who We Are

We’ve got deep expertise in insurance (amongst other things)! The team at Finaeo has the right combination of domain expertise in all parts of the insurance supply chain. With a proven track record of success in the field of financial services, we truly understand our client’s problems and are passionate about finding solutions.

Our Team

Aly

Co-Founder & CEO

Donald

Co-Founder & CCO

Aaron

Co-Founder

Jonathan

Head of Growth

Steven

Head of Advisor Success

David

Platform Success

Abhi

Full Stack Developer

Greg

Sales Director

Ron

Full Stack Developer

JC

Chief Operating Officer

Sam

Web Developer

Darlene

Bionic Advisor

Lee

VP of Engineering

Board of Directors

Omar Dhalla

Element AI

Christian Lassonde

Impression Ventures

KJ Singh

Igan Partners

Blog

For press inquiries, please contact our PR Team [email protected]

ADDRESS

Unit 400-1087 Queen St W,
Toronto, ON M6J 1H3

PHONE

+1(604) 488.9677

EMAIL

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