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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

OCTOBER 7, 2024

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

Clients B2B Estate Planning Planning

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

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

Certified Financial Planner Tax Planning Taxes B2B

Webinars

Protect What Matters: Rethinking Finance Ops In A Digital World

Your Accounting Expertise Will Only Get You So Far: What Really Matters

MORE WEBINARS

Wealth.com Raises $30M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024)

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

Webinars

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