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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

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
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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
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Why Short-Form Financial Advisor Video Marketing Is Fueling Growth

Indigo Marketing Agency

Ericsson reports that video makes up about 60% of all smartphone traffic ; and that number was expected to jump to 74% by the end of 2024. Thats a huge shift and shows just how much short video is gaining ground in the B2B world. The reach is real, and the algorithms love it.

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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
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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.

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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
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Tracxn Technologies IPO Review – Strengths, Weaknesses & More

Trade Brains

The company was founded in 2013 and today it is among the top five players globally in terms of the number of companies profiled offering data on private market companies across sectors and geographies. The company runs on an asset-light business model and operates a Software as a Service (“SaaS”)- a based platform called Tracxn.

B2B 52