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 & COO

Aaron

Co-Founder & CTO

Jonathan

VP Growth

Steven

VP Sales

Ron

Full Stack Developer

David

Customer Success

Eric

Sr. Mobile Developer

Abhi

Full Stack Developer

Greg

Partnership Development

Board of Directors

Omar Dhalla

Element AI

Christian Lassonde

Impression Ventures

KJ Singh

Igan Partners

Blog

#PODCAST: Beyond Data

#PODCAST: Beyond Data

#PODCAST-ALERT! Is Technology the answer to being a highly productive #bionicadvisor? What about going BEYOND DATA. LISTEN HERE:https://goo.gl/RHgJ8y Are you providing your clients with a 365-degree comprehensive plan? This week our Head of Marketing Jason Leo...

read more

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

[email protected]

1087 Queen St W, Toronto, ON M6J 1H3, Canada