Life at Finaeo

We’re a passionate team of builders, creators and problem-solvers. We’re motivated by creating world-class products and redefining industry standards. Diversity is a core pillar of our company — we know in order to build products that can change the world, we need diverse ideas and perspectives at the table.

The Mission

Finaeo is building the technology required to modernize the insurance industry and enable advisors to do more for their clients.

Get to know us

We’ve got deep expertise in insurance, but that’s not all we’ve got!

Aly-Headshot-Circle

Aly

Co-Founder & CEO
Donald-Headshot-Circle

Donald

Co-Founder & CCO
Jason-Headshot-Circle

Jason Leo

Chief Operating Officer
JB Circle

Jonathan

Co-Founding Team Member & Head of Advisor Success
Steve Henry Circle (1)

Steve

CTO
Helena-Headshot-Circle

Helena

Growth
Greg-Headshot-Circle

Greg

Director of Sales
Darlene-Headshot-Circle

Darlene

Product
DK-Headshot-Circle

David

Marketing Director
SS Circle 2

Steven

Advisor Success Manager
Alysha Circle

Alysha

Director of Content
Pat-Headshot-Circle

Pat

Director of Partnerships
Matt-Headshot-Circle

Matt

Business Development Rep
Katie Circle

Katie

Frontend Lead
Brett Circle

Brett

Marketing Intern

Board of Directors

Karim-Luge-Ventures

Karim Gillani

Luge Capital
Christian-Lassonde

Christian Lassonde

Impression Ventures
Omar

Omar Dhalla

Element AI

For press inquiries, please contact our PR Team pr@finaeo.com