Remove B2B Remove Clients Remove Portfolio
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

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!

B2B 246
Insiders

Sign Up for our Newsletter

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

article thumbnail

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.

article thumbnail

Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

As you note, when we spun out, we kept all of our Bear Stearns accounts, continued to work with all their private client service people over there. By looking at the biggest difference between their portfolio factor distribution and then using those as screens to get a portfolio, much like your manager. In 1999, 2000.

article thumbnail

Best Large Cap Chemical Stocks in India – Analysis & Stocks List

Trade Brains

Pidilite product portfolio includes adhesives, sealants, waterproofing solutions, and construction chemicals to arts & crafts, industrial resins, polymers, and more. The product portfolio includes insecticides, herbicides, fungicides, and biostimulants. PAN INDIA PI has more than 80000 retail points. 52995 Cr in FY22 to Rs.64920

article thumbnail

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. Please let us know in the comments section below.

article thumbnail

Top AI stocks with High FII Holdings Add To Your Watchlist

Trade Brains

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. It Leverages Cloud, Integration, and automation tech that transforms its client businesses into digital and high-growth enterprises. Stock P/E (TTM) 53.39