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.

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

Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

And, and I kind of raised my hand and said, dad, uncle John, don’t you think it might be a better idea to look at it by the numbers? Jim O’Shaughnessy : So I think the most surprising thing was a number of people at various firms that I was investigating working for before starting my own. The numbers are pretty bad.

article thumbnail

The Downfall of Dunzo? Ambani and Google-Backed Startup!

Trade Brains

Over the last eight months, it has fired around 400 employees (30% of its staff) as it was forced to scale down its consumer-facing business, Dunzo Daily, and move its focus to the B2B vertical.

Startup 59
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%. The SaaS companies in India saw growth of 2x in global market share as well as in the number of internet users. To reduce inflation, interest rates were raised.

article thumbnail

Yatra Online IPO Review – GMP, Price, Details & More

Trade Brains

The clientele of the company includes both B2B and B2C customers, allowing it to target India’s most frequent and high-spending travellers, namely educated urban consumers. The company’s strategy combines B2C and B2B to cross-sell to both business and leisure travellers in India.

B2C 59
article thumbnail

Fundamental Analysis of Raymond – Future Plans & More

Trade Brains

Garments Raymond’s garments unit is an integrated supplier of high-value clothing products, catering to the B2B space. The business witnessed strong top-line growth led by demand from cotton & linen fabric offerings by B2B customers in the domestic market. The segment continued to add more B2B customers on a domestic level.