Who we are
Team that gives you the wings
In the dynamic world of financial advisory, cookie-cutter solutions and fluffy marketing lingo don’t cut it. Enter Finberty 👉 Where financial acuity meets scientific marketing. We don’t just ride the wave of change; we’re crafting it, blending in-depth industry insights with no-BS growth strategies and executions.
10 years in tech startups, scaling businesses from zero, Danielle has firsthand experience in nurturing and expanding businesses. Her approach is simple: concrete marketing knowledge, data driven, and understanding customer behavior. Her commitment is to offer financial advisors transparent and proven strategies for substantial growth.
Having had a 5-year stint as financial advisor, Jerry built and led a stellar team of six. After transitioning into tech entrepreneur journey, he founded two multi-million-dollar companies, and raised $10 million-plus in venture capital. Now, he's all in for financial advisors, using his hard-earned expertise to boost their recruitment success, with his no-fluff, real-world experience and attitude.
Swiss Army Knife
After a successful six-year journey in business development supporting SMEs, Mindy now leads Customer Success at Finberty, focusing on real impact and genuine relationships. Her team equips financial advisors with meaningful deliverables, ensuring they foster trust with every engagement in recruitment and sales.