The WealthStack Podcast: Why FINNY AI is Rethinking Wealthtech Pricing
Financial advisors are investing in more technology than ever, but many are questioning whether traditional software pricing models actually align with the value those platforms create. As artificial intelligence changes what software can deliver, many firms are reconsidering how technology providers should be connected to the growth they help create.
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Eden Ovadia, CEO and co-founder of FINNY AI, to explore the firm’s shift from traditional software subscriptions to a pay-as-you-grow model. They discuss how AI is changing expectations for technology providers, why outcome-based pricing may create stronger alignment between vendors and advisors, and how FINNY is approaching growth attribution, advisor partnerships and the future of wealth technology.
Key takeaways:
- How FINNY moved away from traditional seat-based pricing toward an outcome-based approach
- Why AI is changing the relationship between advisors and the technology platforms they use
- How pay-as-you-grow pricing connects technology costs with advisor growth
- Why attribution and measurement are important parts of technology partnerships
- How FINNY is building a platform around helping advisors identify growth opportunities
Resources:
- Listen to WealthStack on Wealth Management
- Subscribe and listen to WealthStack on Apple Podcasts
- Subscribe and listen to WealthStack on Spotify
Connect with Shannon Rosic:
Connect with Eden Ovadia:
About Our Guest:
Eden Ovadia is the CEO & Co-Founder of FINNY, a technology platform designed to help financial advisors grow their firms through AI-powered tools, data, and marketing capabilities. Eden focuses on how advisor technology companies can better align their success with the growth outcomes advisors are trying to achieve. Through FINNY’s pay-as-you-grow model, Eden is helping rethink how wealth technology companies approach pricing, partnerships, and measurable advisor growth.
Podcast: Play in new window | Download | Embed