FinDash
Technology, Information and Internet • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| Founded | 2025 |
| Employees | 1-10 |
Key Contacts at FinDash
Adam Jonah
Co-Founder
Jonathan Satovsky
Co-Founder
FinDash Email Formats
FinDash uses 1 email format. The most common is {first name} (e.g., john@findash.ai), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@findash.ai | 100% |
About FinDash
FinDash is the ultimate financial operating system that finally solves the advisor's biggest pain point—tech stack chaos—by unifying financial planning, CRM, AI agents, document vaults, tax optimization, and investment analytics into one seamless platform that your clients will actually love using. Our proactive AI continuously scans for financial planning opportunities, tax law changes, monitoring every aspect of your clients' financial lives, and delivering personalized insights and timely nudges that transform you from reactive advisor to proactive wealth strategist, driving organic referrals and multi-generational relationships. At the competition, we'll show you how FinDash eliminates many hours per week you spend on administrative tasks, giving you back time for what you became an advisor to do—build meaningful relationships and deliver life-changing financial guidance.
FinDash revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Technology, Information and Internet industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
FinDash has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
FinDash has never raised funding before.
Singapore
Poland
Slovenia
Canada
Frequently asked questions
4.8
40,000 users
