Our team
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.
Co-Founder & CEO
Former VP of Product Management at Fidelity Investments, where he built advice platforms — including Fidelity's internal proposal and client-tracking systems. Jeremy leads product: the goal is software that fits an advisor's actual day, not another tab to manage.
Co-Founder & CTO
Technology entrepreneur with 20 years building and scaling software, and founder of CSC Beyond. Rami leads architecture and engineering — fast, reliable, and certified secure.
Advisor
Former Chief Revenue Officer at Personal Capital and sales leader at Empower, where he ran internal proposal-generation tooling. Two decades in fintech and wealth management; Frederic keeps ArvoFin honest about what actually earns a firm's trust.
Our mission
“We empower financial advisors with AI-personalized proposals that elevate client relationships and grow AUM — without manual grunt work.”
Values
Built for transparency at every step.
Product roadmap driven by advisor needs.
Remove friction, don't add features.
Fast iteration for real results.
We treat your success as our own.
