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Wealth.com Raises $30M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024)

Nerd's Eye View

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: VRGL has announced a new venture capital funding round to continue building out its capabilities to extract data from prospects' investment statements and automatically generate investment proposals – which while having proven (..)

Clients 246
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Virginia Laskowski

SEI

Digital advertising and B2B marketing. Virginia Laskowski. vlaskowski. Tue, 08/16/2022 - 13:43. Marketing Specialist. Ginny Laskowski SEI Sphere. IT Professionals (ITS). IT professionals (US). Strategic thinking and content strategy. Account and project management. vlaskowski@seic.com.

B2B 52
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How to Build a High-Performing Website with Andy Crestodina

Steve Sanduski

The key psychological barrier that both B2B and B2C sites have to account for. Bill Keen is the founder and CEO of Keen Wealth Advisors, which is an RIA in the greater Kansas City area with half a billion dollars in assets under management. The Perfect B2B Website Service Page: 13-Point Checklist by Andy Crestodina.

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A Guide to Private Equity and Enterprise Software Opportunities with Michael Fosnaugh

Steve Sanduski

I talked to Michael about the opportunity in private equity and how he and his team analyze and invest in the B2B software market. ” Drilling down specifically into the B2B software space, Michael estimates that by 2025 the market will expand to more than 100,000 companies, 97% of which will be private. .

B2B 52
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Best Small Cap Stocks Under Rs 50 – Top Stocks To Watch in 2023

Trade Brains

Started in 2008, the company’s objective is to solve the problems of small B2B agents by providing them with a one-stop platform to make all their bookings. It has a current ratio of 1.32, indicating that its current assets are higher than its current liabilities. Moreover, it has subsidiaries in Singapore, Dubai, and London.

Retail 94
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Yatra Online IPO Review – GMP, Price, Details & More

Trade Brains

The clientele of the company includes both B2B and B2C customers, allowing it to target India’s most frequent and high-spending travellers, namely educated urban consumers. Yatra Online IPO Review – Financial Highlights If we look at the financials of Yatra Online we find out that their assets have increased from ₹562.91

B2C 59
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ECOS India Mobility & Hospitality IPO – GMP, Financials And More

Trade Brains

It uses an asset-light model, owning only 5.81% of its fleet. ECOS’s business model focuses on B2B services. The cab segment includes corporate (B2B) and retail (B2C) categories, offering various services like employee transportation and car rentals. It uses an asset-light model, owning only 5.81% of its fleet.