Nerd's Eye View

FEBRUARY 6, 2023

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 194

B2B Financial Advice Clients Planning 194

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 Taxes B2B 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%. Peter Lazaroff is the Chief Investment Officer at Plancorp, which currently manages over $5.5 Together with Rianka R. Peter Lazaroff. Matt Reiner.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. That led to their investment. Microsoft’s investment in Facebook. Joanne Bradford : No, I’m a, like, I think I invest with my human capital, right? And so they have done that and they’re a B2B company right now.

Startup 143

Startup Advertising Engineering Numbers 143

The Big Picture

JUNE 6, 2023

We’d rather dream about having 10 million then start investing $100 a week. It was sort of earlier than Google Docs, and it was a Wiki, now it’s sort of pivoted into B2B. If anything, it’s even more relevant because now low cost, long term investing makes sense, et cetera, et cetera. SETHI: Yes. I go, what?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130