ArvoFin Logo
Get StartedArrow Icon

Built for Advisors,
by Advisors

We've lived the advisor experience and the pressure to earn trust and demonstrate value with every conversation. That's why we started ArvoFin: to give advisors the tools we always wished we had. Everything we build is shaped by firsthand experience and a deep understanding of what it takes to earn trust, build rapport, and grow AUM in today's landscape.

Advisor profile left
Advisor profile right

Built with Purpose,
Guided by Values

Our Mission

We empower financial advisors with AI-personalized proposals that elevate client relationships and grow AUM — without manual grunt work.

ArvoFin Logo
Advisor Main

Our Core Values

Trust-First

Built for transparency at every step.

Client Obsessed

Product roadmap driven by advisor needs.

Elegant Simplicity

Remove friction, don’t add features.

Move with Urgency

Fast iteration for real results.

Own the Outcome

We treat your success as our own.

Frederic Han
ArvoFin Logo
Frederic Han
Co-Founder and CEO
Frederic brings nearly two decades of experience in fintech and wealth management, having held senior leadership roles across operations, growth, and strategy. He’s seen firsthand how fragmented and inefficient key workflows can be for advisory firms, especially when it comes to client engagement and communication. ArvoFin started from his belief that advisors deserve better tools that are modern, intuitive, and aligned with how today’s advisors operate. As CEO he’s responsible for turning vision into execution, making sure the platform delivers meaningful impact and earns the trust of every firm that uses it.
Jeremy Georghiou
ArvoFin Logo
Jeremy Georghiou
Co-Founder and Chief Product Officer
Jeremy is a seasoned product leader with deep experience building tools that simplify complex workflows for advisors and financial professionals. He previously served as Vice President of Product Management at one of the largest financial services firms in the world, where he led teams focused on platform innovation, user experience, and scalable product delivery. At ArvoFin he is focused on designing a platform that fits seamlessly into an advisor’s day-to-day—modern, responsive, and aligned with how today’s firms operate. Jeremy brings a user-first mindset to everything he builds, ensuring the product is both elegant and effective from the ground up.
Rami Ikhreishi
ArvoFin Logo
Rami Ikhreishi
Co-Founder and Chief Technology Officer
Rami is a seasoned technologist and full-stack engineer with a strong track record of building secure, scalable software platforms. He is also the founder of CSC Beyond, a technology consultancy that has delivered enterprise-grade solutions across financial services and SaaS. At ArvoFin he leads all technical architecture and engineering efforts, ensuring the platform is fast, reliable, and built with the highest standards for security and compliance. His approach to technology is grounded in solving real-world problems with clarity, efficiency, and technical excellence.