About Us

FinStak was born out of a growing financial planning firm facing challenges in its tech stack. However, industry-standard CRMs did not offer additional customization to the firm's growing needs. After long research, the founder, Mahesh "MO" Odhrani, connected with Zoho and learned about their powerful CRM. However, since Zoho did not offer a solution for Financial Advisors, MO approached Zoho to partner to build a FinTech solution for Financial Services.

FinStak's mission is to elevate a financial advisor's impact on the world. FinStak recognizes the good financial advisors do in helping clients achieve financial freedom and security. FinStak's goal is to build technologies on Zoho's world-class CRM, and help Financial Advisors become more efficient, grow faster, and become more profitable, all while taking care of their clients.

Our Core Values

1. Leadership – Leading from the front and courage to shape the future.

2. Quality – Quality Products, Service, and Experience. Period!

3. Partnership – Relationships always come first.

4. Collaboration – Two heads are better than one.

Leadership

Leading from the front and courage to shape the future.

Quality

Quality Products, Service, and Experience. Period!

Partnership

Relationships always come first.

Collaboration

Two heads are better than one.

Our Partner

Zoho is a private company with a public vision. With nearly 10,000 employees worldwide, Zoho is headquartered just outside of Austin in Del Valle, Texas. Zoho is a multinational technology company that makes web-based business tools and is well-known for its cutting-edge CRM offering for small businesses.

FinStak is an Authorized Partner with Zoho, focusing on solutions for Financial Advisors, Financial Planners, and Registered Investment Advisors.