Behind The Curtain Finance – 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!

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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!

Resources:

Building the Future of Advice with Jason Wenk (Ep. 11)

Connect with Thomas Manetta:

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The Future of Custodianship: Transparency, Technology, and Trust (Ep. 10)

By BehindTheCurtainFinance | September 2, 2025

What if the very institutions holding your money were competing against you?

In this episode of Behind the Curtain Finance, Thomas Manetta pulls back the curtain on the hidden conflicts of traditional Wall Street custodians and how a new era of transparency and technology is reshaping the way advisors and clients interact with their money.

Thomas discusses:

The history of custodianship, from banks in the Gilded Age to today’s RIAs
Why discount brokerages like Schwab and Fidelity disrupted the status quo
How independent custodians, such as Altruist, are removing conflicts of interest
The role of AI in transforming how clients and advisors see their financial lives
Why younger advisors are demanding independence and ownership in their careers
And more!

Resources:

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Connect with Thomas Manetta:

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Why Estate Planning Can’t Wait (Ep. 9)

By BehindTheCurtainFinance | August 19, 2025

When you think of estate planning, do visions of stuffy legal offices and endless paperwork come to mind? It’s time to change that.

In this episode, Thomas Manetta is here to change that perception. Drawing from years of firsthand experience, Thomas shares why estate planning isn’t just for the ultra-wealthy and why putting it off can lead to conflict, confusion, and costly legal battles. From sibling disputes to outdated trusts, he’s seen the ripple effects of poor planning. But thanks to new technologies and AI-powered tools, creating a legally sound estate plan is now simpler, faster, and more accessible than ever.

What you’ll learn from this episode:

Why waiting to plan your estate can tear families apart
How Thomas offers complimentary estate planning to clients
The surprising role AI is playing in the future of holistic financial advice
Common estate planning mistakes (and how to avoid them)
And more!

Connect with Thomas Manetta:

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