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The Latest In Financial #AdvisorTech (February 2023)

Nerd's Eye View

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 (..)

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Crizac Limited (Neutral)

Fintoo

233 – 245 Issue Size (Rs.) – 8,600 mn Face Value (Rs) 2 Lot Size (shares) 61 Crizac Limited (CRIZAC), incorporated in 2011, is a B2B education platform for agents and global institutions of higher education offering international […] The post Crizac Limited (Neutral) appeared first on Fintoo Blog.

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Arisinfra Solutions Limited (Avoid)

Fintoo

210 – 222 Issue Size (Rs.) – 4,996 mn Face Value (Rs) 2 Lot Size (shares) 67 Arisinfra Solutions Limited (ASL), incorporated in 2021, is a business-to-business (B2B) technology-enabled company operating in a growing construction materials market, focusing […] The post Arisinfra Solutions Limited (Avoid) appeared first on Fintoo Blog.

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How to Build a High-Performing Website with Andy Crestodina

Steve Sanduski

What makes your firm and your approach to financial planning special? The key psychological barrier that both B2B and B2C sites have to account for. The Perfect B2B Website Service Page: 13-Point Checklist by Andy Crestodina. Any phrase that could apply to any advisory firm should be scrubbed from your site.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

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. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners.

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Stephany Kirkpatrick, Founder & CEO of Orum, joins the Harness Wealth Board

Harness Wealth

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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Best Small Cap Stocks Under Rs 50 – Top Stocks To Watch in 2023

Trade Brains

Started in 2008, the company’s objective is to solve the problems of small B2B agents by providing them with a one-stop platform to make all their bookings. It provides a wide array of products and services such as the distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.

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