About Us
Transforming financial advice using AI and Open Financial Data.
About us
Finerty is an innovative fintech company leveraging Open Financial Data and AI to deliver grey-labelled Financial Planning & Advice-as-a-Service solutions for Financial Planners and Wealth Advisors.
Our platform seamlessly connects advisors, financial institutions, and consumers through an integrated ecosystem designed to simplify and modernise financial advice.
We believe the future of financial advice lies in a single, connected platform — one that provides advisors with a complete source of truth for financial data while enabling faster, more accurate, and highly personalised advice for clients.
Finerty empowers financial professionals with the tools, data, and automation needed to deliver smarter financial planning advice at scale.
Our customers
Our customers are financial planners, wealth advisors and financial institutions dealing with pensions, investments and insurances.
Meet the Founders
Sharon Malone, CFP
CEO & Founder
Sharon is a Certified Financial Planner and an ex-wealth advisor with 15 years' experience in stockbroking, trading, financial planning and operations. Having automated her own role twice, Sharon is renowned for her innovative approach to advice and implementation of technology to improve business efficiency. Sharon has first-hand experience of industry challenges and regulations.
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Ahmed Hosny, MBA
CTO & Co-Founder
Ahmed is an expert in Open Banking, Open Finance and payments. He was most recently a Director of Product Development at Mastercard where he led an international team of engineers and product managers through the integration of Finicity & Aiia acquisitions. He has 22 years of hands-on experience between engineering, product design, commercialisation & scalability across financial services. Ahmed has also contributed to a growing portfolio of patents.
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Ready to Transform Your
Financial Data Workflows?
Join the growing number of financial professionals using Finerty to streamline their operations.