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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

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 (..)

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The Latest In Financial #AdvisorTech (February 2023)

Nerd's Eye View

For which Elements has positioned itself as an early leader that is now gaining momentum.

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Appletree Business Services Awarded 2023 Clutch Global and Clutch Champion Awards

Steve Feinberg

At Appletree Business Services, everything we do is for our clients—from bookkeeping to payroll and more. Clutch stands as the authoritative global marketplace for B2B service providers. This includes obtaining recent, verified client reviews within the last six months. Thank you to all of our clients, partners, and supporters.

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Sigachi Industries: Fueling Pharma Growth with High-Quality MCC

Trade Brains

Sigachi is in the process of expanding its B2B market in Nutritional ventures so that it can feature ingredients and micronutrient premixes. Their dedication to research and development ensures they stay at the forefront of MCC technology, offering advanced solutions that meet the evolving needs of their clients.

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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.

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Using AI to Scale Personalization and Advisor Efficiency with Vinay Nair

Steve Sanduski

But before you make any investments in tech, you need to invest your time to learn about where AI is going and identify integrations that will add real value for your employees and your clients. On today’s show, Vinay Nair and I survey the state of AI in financial services.

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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.

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