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 (..)

B2B 195

B2B Financial Advice Clients Planning 195

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.

Certified Financial Planner 52

Certified Financial Planner Tax Planning B2B Taxes 52

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%. With over 15 years of experience in the financial services industry, she has received multiple awards for her work in diversity, equity, and inclusion.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Big Picture

JUNE 6, 2023

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. RITHOLTZ: There was no big exit, you didn’t ring the bell and say? SETHI: No, there was no exit, we were not here at Bloomberg. Why aren’t they?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130