Our story

About Fintello

One-Stop AI Marketing Platform

Our product is built on listening to financial advisors’s marketing challenges. We then design a solution, test it and give it to real advisors and then keep improving. This is how fintello is built.


Our Key Milestones


Created Advisor Learn

We made a decision to focus on helping financial advisors and insurance agents. Released our first flagship training, coaching social media marketing program.


Helped 500+ Advisors

We crossed 500 financial advisor student milestone in our program with 100s of success stories of financial advisors driving AUM and Insurance growth from social media.


Launched fintello

We made a big bet to build our propreitery software, fintello, with a vision to be one-stop AI platform that will make it easy for advisors to run in-house digital marketing.


Modern Marketing Aligned With Current Consumer Behaviour

Today's marketing cannot be just about website, emails and content posting. You need more campaigns across multiple social platforms.

Holistic Feature Set

Most comprehensive marketing feature set - Content, Emails, Website, SEO, LinkedIn Messaging, Facebook Ads, Funnels, AI Assistant, 3rd Party Integration, 5 Social Media Platforms.

Campaign R&D

We continuously test new and existing marketing campaigns to provide the best and high performing campaigns that are ready to use with full flexibility to be personalized.

Data Driven Decisions

Good marketing is a combination of "art" and "science". We just advanced data analytics with our global-local data model to provide easy to make decision on real time data.

AI Assistant

An effective marketing must be tailored on 2 key factors - the Advisor & the Client/Lead. Our ChatGPT AI Assistant helps advisor with the right marketing to right client at the right time.

Training & Community

A great marketing cannot be build just with best technology but it requires best in class training, coaching, support and power of community. Technology + Training + Community = Success.

Operations & Support

Your marketing is not a support function but core. We help you implement and operate your marketing with your expert team in the best "done-with-your" model for long term success.


People behind the company

Deepak Patel
Founder & CEO
Archana Patel
Ivana Mikovic
Customer Success
Dyutiman C
Software Lead
Sunny Hassan
System Admin


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