B2B Financial Advice Planning 
Nerd's Eye View
FEBRUARY 6, 2023
This month's edition kicks off with the news that the “financial monitoring software” platform Elements has raised $5 million in a seed-extension funding round as it seeks to establish a foothold in the rapidly growing AdvisorTech category of “advice engagement” tools designed to draw clients further into the ongoing (not just (..)
Harness Wealth
DECEMBER 14, 2022
As an experienced executive and entrepreneur, Stephany has spent the last decade building technology to optimize financial outcomes for individuals – first at LearnVest where she holds patents for the design of its financial planning software, and now at Orum, a B2B Fintech company that is powering faster payments.
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Indigo Marketing Agency
DECEMBER 19, 2022
Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. She was also named a Top 10 Financial Advisor by Investopedia. Together with Rianka R. Learn more about Marguerita on LinkedIn. Peter Lazaroff.
The Big Picture
MAY 7, 2024
And so they have done that and they’re a B2B company right now. So I worked with a certified financial planner called Katie Song when I was at SoFi. And she did a plan for me personally and answered the questions, can I retire? And so we offer that plan for $2,500. 00:29:28 [Speaker Changed] Yeah.
The Big Picture
JUNE 6, 2023
I said, yes, I plan to. It was sort of earlier than Google Docs, and it was a Wiki, now it’s sort of pivoted into B2B. RITHOLTZ: That’s more counseling than it is financial advice. I say fantastic, but most people with separate accounts never had that conversation and that is the plan.
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