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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. And be certain to read to the end, where we have provided an update to our popular “Financial AdvisorTech Solutions Map” (and also added the changes to our AdvisorTech Directory) as well!

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Using AI to Scale Personalization and Advisor Efficiency with Vinay Nair

Steve Sanduski

Guests: Dr. Vinay Nair , the Founder and CEO of TIFIN , a fintech platform that drives personalization for wealth using AI and investment intelligence. ” Examples of TIFIN’s fintech platforms for both consumer and B2B and how the firm is using AI to fulfill its mission: “Better advice for more people.”

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

Steve Sanduski

Vista has over $95 billion AUM and over 20 years of experience investing exclusively in enterprise software. I talked to Michael about the opportunity in private equity and how he and his team analyze and invest in the B2B software market. “We don’t do venture capital investing,” Michael explains.

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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%. The company intends to leverage the B2C segment by investing in Gadget Space for better outreach and further improvement in Map My India. 2020-21 0 32.21 2019-20 0 12.14

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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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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. In line with their diversification strategy, they have incorporated Sigachi Arabia, a joint venture with Saudi National Projects Investment Limited.