Finberry

“When you have the humility to reshape your business narrative and your business approach, I think it’s the big innovation in our business in what we’ve done.” – David Lahmi

Our Co-Founder David Lahmi joined the NTM Growth Marketing Podcast by No Typical Moments, hosted by Andrew Gottlieb.

The conversation explored how AI is changing the wealth-management game, Finberry’s advisor-first approach, and the new role of transparency and technology.

Watch the full episode here: https://youtu.be/C4TBRJtv9vk?si=4nkgW-YZBV8fGqON

How AI is Changing the Marketing Game with David Lahmi & Bret Rachlin “The thread through my entire career is resonating with target audiences.” -Bret RachlinDavid Lahmi is a seasoned business development executive and wealth m...

🚨 Final Days to Join Finberry’s Exclusive Pre-Round!

We’ve hit 100% of our target in our pre-round fundraising with ExitValley, thanks to the incredible support of our investors!
Due to strong demand, we extended this round—but time is running out. These are the final days for qualified and angel investors to join before we move to the next phase.

⏳ Last chance to invest under exclusive early-round terms!
💡 Invest now: https://www.exitvalley.com/projects/finberryltd/?WebLang=EN