Eden Ovadia
@eden__ovadia
building in wealth tech
ID: 1744037299988340736
07-01-2024 16:44:42
21 Tweet
33 Followers
56 Following
Our columnist, Davis Janowski, sees the future of #wealthtech in a small band of young entrepreneurs solving the “lead generation” problem. spr.ly/6019YNIAb
Interesting Davis Janowski look at Finny - new prospecting tool, similar to WealthFeed, using marketing data to provide hyper-targeted prospect lists for advisors to outreach based on ideal-client parameters? "Finny and the Great AdvisorTech Acceleration" wealthmanagement.com/technology/fin…
At #FutureProofCitywide: Ritik Malhotra took the stage with Eden Ovadia and Craig Iskowitz to discuss the role of AI in creating efficiencies for RIAs. He mentioned that Savvy Wealth frees up between 11 and 19 hours each week per advisor ⚡️ 👀 Future Proof