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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

cash-flow-planning

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Company
Dynamic Planner built a business on the second opinion
Fintech · Saas · Enterprise

Dynamic Planner built a business on the second opinion

People wanted a human to check the computer’s financial advice. Dynamic Planner turned that habit into a software business, then rebuilt it when its original customers changed course.

financial-planning · wealthtechRead →
Company
How eMoney Turned $10.5 Trillion Into a Conversation
Fintech · Saas · Enterprise

How eMoney Turned $10.5 Trillion Into a Conversation

eMoney’s planning platform gives financial advisors and clients the same live picture of a household’s money. Its depth is the draw - and the reason simpler practices may find it too much.

financial-planning-software · wealth-managementRead →