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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 (..)

Clients 230
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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.

B2B 220
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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.

B2B 98
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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.

B2B 52
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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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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
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Fundamental Analysis Of CE Info Systems (Map My India) – Future Plans & More

Trade Brains

In FY2023, they added over 250+ clients in B2B and B2B2C segments and over 850+ clients across various industries, with a retention ratio of more than 90%. Segment Analysis The company has recognized revenue earnings as a segment known as Map Data and Map Data-related services.