Remove Assets Remove B2B Remove Clients
article thumbnail

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

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

Clients 246
article thumbnail

Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

O’Shaughnessy Asset Management, became a leader in direct indexing, eventually was bought by Franklin Templeton, leading him to launch O’Shaughnessy Ventures, O’Shaughnessy Fellowships, infinite Loops podcast, just so many different things. You let your son Patrick take over as CEO of, of Shawnessy Asset Management.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to Build a High-Performing Website with Andy Crestodina

Steve Sanduski

” Step one in Andy’s design process is interviewing an advisory firm’s key stakeholders to understand who’s on your team, what your client niche looks like, and perhaps most importantly, why your visitors decide to start working with an advisor. Build around your “moment of truth.” Clear the info hurdle.

B2B 52
article thumbnail

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
article thumbnail

41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. billion in client assets. Ilyce Glink.

article thumbnail

Top AI stocks with High FII Holdings Add To Your Watchlist

Trade Brains

Let us look at what form of intangible assets/platforms are they developing and what potential these assets have. Top AI Stocks with High FII Holdings #1 – Coforge Coforge is a leader in product engineering, that designs, consults, operates, and modernizes client systems across the world. Stock P/E (TTM) 53.39 809 Cr in FY22.

article thumbnail

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