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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

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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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 (..)

B2B 246
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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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Fintech Stock Targets ₹100 Cr Profit in FY26, Digital Surge Boosts Growth Outlook

Trade Brains

Fino plans to launch new digital products like Soundbox, offline QR codes, and PPI solutions, while continuing its expansion into lending through partnerships with NBFCs. It offers services through both B2B and direct merchant models. It also expects digital revenue to cross 25% in FY26, up from 21% last year.

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Large cap stock down by 5.6% after it plans to raise funds via QIP

Trade Brains

Zomato plans to consider fundraising through equity share issuance through qualified institutions placement (QIP) subjected to Shareholder’s approval. for Solar Wind Hybrid projects Hyper pure B2B play has even registered 27.44% QoQ growth in this quarter. after it plans to raise funds via QIP appeared first on Trade Brains.

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Why Short-Form Financial Advisor Video Marketing Is Fueling Growth

Indigo Marketing Agency

Thats a huge shift and shows just how much short video is gaining ground in the B2B world. Planning Tips for Your Ideal Audience: Share a quick retirement goal, downsizing tip, or college savings idea for your niche. Book a strategy to call to build your perfect video marketing plan. You dont need to be a pro to get started.

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Tata Motors, Dixon, VBL, and 3 other stocks to buy now for an upside of up to 48%; Are you holding any?

Trade Brains

These companies have solid fundamentals, future growth plans, and rising promoter confidence. IndiaMART InterMESH Limited was established in 1999 and is India’s largest online B2B marketplace. Here are a few stocks recommended by analysts with a high growth potential of up to 48 percent: 1. per equity share, up nearly 0.87