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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

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: VRGL has announced a new venture capital funding round to continue building out its capabilities to extract data from prospects' investment statements and automatically generate investment proposals – which while having proven (..)

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Large cap stock down by 5.6% after it plans to raise funds via QIP

Trade Brains

for Solar Wind Hybrid projects Hyper pure B2B play has even registered 27.44% QoQ growth in this quarter. Their segment includes India food ordering and delivery; Quick commerce business, Hyperpure supplies (B2B business); and other segments. Investing in equities poses a risk of financial losses. 942 crores in Q1FY25, a 22.5%

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Will IndiaMART InterMESH maintain its market leadership?

Trade Brains

This is the world of B2B e-commerce, and at the heart of it lies Indiamart Intermesh. Indiamart was established in 1996, and has become a household name in the realm of (B2B) online classifieds. Indiamart goes beyond basic listings, establishing itself as a one stop shop for B2B needs. Particulars Amt Particulars Amt CMP 2571.25

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The Latest In Financial #AdvisorTech (February 2023)

Nerd's Eye View

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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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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2 Stocks jumps 4% after companies board to consider bonus shares; Do you hold any?

Trade Brains

Also read… Infra stock jumps after company plans to reduce debt by â‚ą4400 Cr Sky Gold Limited A specialised B2B jewellery manufacturer focusing on innovative gold ornament designs. Written By Fazal Ul Vahab Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

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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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