Montgomery Investment Technology, Inc., which does business as Finaeo, is a Canadian-based InsurTech company that provides a comprehensive digital marketplace for life and health insurance. The platform is designed for financial advisors, enabling them to manage the entire client lifecycle digitally, from prospecting and quoting to application submission and policy management. Finaeo's mission is to modernize the insurance industry by connecting advisors, clients, and carriers on a single, efficient platform, thereby reducing paperwork, accelerating processes, and improving the overall stakeholder experience.

Founded in

United States