Finaeo Inc. | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Company Directory for Finaeo Inc.

Team Bitscale

05 Feb 2026 — 1 min read

Finaeo Inc.

Overview

Finaeo Inc. is a Canadian insurtech company based in Toronto, Ontario, founded in 2016. It operates a digital marketplace that connects life insurance brokers, carriers, and clients, streamlining the entire process from prospecting to policy issuance. The company focuses on empowering independent life insurance brokers and financial advisors by providing automation tools that enhance efficiency and reduce back-office administration.

The core platform allows brokers to compare products from various carriers, generate instant quotes, and manage client relationships. Key features include digital onboarding with custom-branded portals, a CRM engine that automates tasks, and a toolkit for carriers to digitize their products. The platform supports independent advisors and small-to-medium businesses, ensuring accessibility across devices, and serves brokers, advisors, and carriers looking to improve product distribution and onboarding processes.

Basic Information

Industry	insurance
Founded	2016
Revenue	2M
Headquarters	Suite 400, 1087 Queen St West, Toronto, Ontario M6J 1H3, Canada
Languages	English

Contact Details

Key Focus Areas & Initiatives

Life insurance marketplace for independent brokers and carriers
Insurance application automation
CRM and client relationship management for financial advisors
Broker-client communication tools
Custom-branded digital onboarding portals
Policy placement and quote generation
Workflow automation and customization
Product comparison reports
Insurance product digitization and configuration
Broker collaboration and document sharing tools
Secure document storage and digital insurance onboarding
Self-onboarding solutions for clients

Technologies Used

AI
AWS SDK for JavaScript
CloudFlare Hosting
Cloudflare DNS
Domo
Drift
KNIME
React Redux
Sisense
Slack
StackAdapt
Stripe

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