The agency for the financial advisor of tomorrow

  • Toronto, Ontario
  • SaaS
  • Invested in 2017

The Story

Finaeo builds a digital, rockstar assistant and sales coach to help financial advisors build stronger client relationships.

We believe the future of advisors is the hybrid ‘bionic’ advisor: blending robo-advice, AI capabilities, and the necessary human touch. Insurance advisors are here to stay and Finaeo will be the partner that will keep them competitive.

Aly Dhalla

CEo, finaeo