October 2025 – Behind the Curtain Finance

How FINNY Is Powering the Future of Organic Growth for Advisors with Eden Ovadia (Ep. 13)

By BehindTheCurtainFinance | October 30, 2025

What if your next great client came from authentic connection, not acquisition?

In this episode, Thomas Manetta sits down with Eden Ovadia, CEO and Co-Founder of FINNY, a groundbreaking organic growth engine helping independent advisors attract clients without relying on mergers, acquisitions, or referral programs. Together, they unpack how technology, data, and authenticity can empower advisors to grow smarter, faster, and more meaningfully.

Thomas and Eden discuss:

How FINNY helps advisors build personalized, scalable prospecting campaigns
Why authentic communication outperforms generic AI-generated outreach
The compounding power of content and LinkedIn for long-term growth
How technology like FINNY is reshaping independence and redefining what’s possible for solo RIAs
And more!

Connect with Thomas Manetta:

Connect with Eden Ovadia:

About Our Guest:

Eden Ovadia is the CEO and Co-Founder of FINNY. Eden is originally from Montreal, where she received a Software Engineering degree from McGill University, specializing in Machine Learning. While at McGill, she worked at EY and KPMG as a Cyber Security Advisory Associate. Upon graduation, Eden joined BCG NYC, where she primarily worked in the Tech, Financial Institutions & Private Equity practices for over 2 years.

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Scaling Smarter: Technology, Clients, and Legacy (Ep. 12)

By BehindTheCurtainFinance | October 14, 2025

Advisors frequently face the challenge of striking a balance between growth, independence, and client care.

How do you use technology to scale without losing your personal touch? How do you create a path for future generations of advisors while building your own legacy?

In this episode of Behind The Curtain Finance, Thomas Manetta reflects on his conversation with Jason Wenk of Altruist and explores how technology, independence, and long-term vision can reshape advisory practices. He shares his goals for scaling, the promise of AI-driven tools, and his vision of mentoring the next generation of advisors.

Key takeaways:

The transformative potential of Altruist’s platform for solo advisors aiming to scale beyond traditional limits
How AI and integrated tech stacks are redefining efficiency and client service
Real-world example of using Holistiplan to impress prospects with instant, actionable tax insights
Why independence allows advisors to put clients first without conflicts of interest
The vision of building a legacy by mentoring young advisors and creating pathways to ownership
And more!