Bridge Private Wealth’s Post

If you’re investing in a tech company, it’s vital that the founder of the business knows how to get on the tools. Having a tech background is essential, particularly in the do-or-die early days of the business. Rajeev Gupta, Partner and Co-Founder of ALIUM Capital Management delves deeper into this during his discussion with Neelan Sornalingam and Joel Xuereb of Bridge, as we talk about how to find winners when investing in the tech sector. #sydneyfinance #sydneyfinancialplanner #financialadviser #financialadvisor #financialfreedom #financialindependence #mindset #lifeplanning

Always an honor to take the stage at Wealth Management EDGE. Our panel covered about some of my favorite topics, #fintech 💻, #entrepreneurialadvisors ⭐️, and #growth 🚀 Integrated Partners #Integrated #WealthManagement #finance #techstack #wealth #financialadvisors #independentadvisors #RIA #advisoryservices #entrepreneurs

What a great session at Wealth Management EDGE! Big thanks to Oleg Tishkevich (Invent), Schyler Adams, CFP® (Allianz), Andree Mohr (Integrated Partners), Phil Nuttall (STRATOS), Rusty Sommer (Flyer Financial Technologies), and our own, CEO at ARQA, Haik Sahakyan for sharing the "secret sauce" and valuable insights on how advisors can leverage technology to build their own "digital ecosystems." #WMEDGE #WMEDGE2024 #WealthManagement #WealthTech #AI

Catch up on the full session on 'The Indian Digital Landscape: Opportunities & Challenges for Investors,' featuring Vikram Gupta, Founder and Managing Partner, IvyCap Ventures Advisors Private Limited at #e4mTechManch 2024! Watch and Subscribe to our Youtube channel : https://lnkd.in/gJqAeAsu #e4m #TechManch2024 #DigitalMarketingConference #TechTrends #DigitalMarketing #MarketingConference #DigitalConference #MarketingStrategy #Mumbai

How can you supersize your growth? With the rapid evolution of technology, advisory firms are actively taking advantage of the dramatic advancements in cloud-native technology to create their own “digital ecosystems” that put advisors at the center of tech stack design. Oleg Tishkevich (Invent), Schyler Adams, CFP® (Allianz), Andree Mohr (Integrated Partners), Phil Nuttall (Stratos Wealth Holdings, LLC), Haik Sahakyan (ARQA) and Rusty Sommer (Flyer Financial Technologies ) share the secret sauce for the entrepreneurial advisor! #WMEDGE #WealthStack

In highly challenging times, businesses that are truly entrenched in their customers’ business processes stand the best chance of surviving. Rajeev Gupta, Partner and Co-Founder of ALIUM Capital Management delves deeper into this during his discussion with Neelan Sornalingam and Joel Xuereb of Bridge Private Wealth, as we talk about investment in the tech sector. #sydneyfinance #sydneyfinancialplanner #financialadviser #financialadvisor #financialfreedom #financialindependence #mindset #lifeplanning

🌟 Did you know 60% of SMEs face liquidity issues within five years? At LquiX, we inject essential liquidity, supporting startups with AI-driven tools and real-time insights. Ready to ensure financial health and growth? Share your tips for optimizing cash flow! 🚀 #LiquiditySolutions #StartupGrowth

At ReachX, we're in the business of revolutionizing the digital landscape of private markets. Our all-encompassing workflow platform brings a new level of flair and effectiveness to the processes of fundraising and M&A, catering perfectly to high-potential growth companies at any stage, all the way to an IPO. Speed is crucial in today's fast-paced world, and we've crafted our platform to match the rapid pace of visionary enterprises, merging elite expertise, strategic capital, and outstanding investment opportunities. Our advanced, in-house technology isn't simply keeping us in the game; it's redefining the rules, establishing new standards for excellence. Join us as we boldly step into the modern era of private market transactions. #Growth #Innovation #DigitalMarkets #ReachX #EndToEndSolution #PrivateEquity #VentureCapital #FinTech

Hear this #consumertech investing insight from Sara Thomas Deshpande of Maven Ventures at Beyond Summit 2024! Sara shared why they're bullish on #consumer investments--it's all about the power of #consumertrends and technology's role in enhancing everyday life. Remember Zoom in 2020? That investment was driven by the vision of seamless face-to-face video communication, thanks to a stellar tech team. Founders are finding it refreshing to work with investors who truly understand and support their consumer-focused visions. #BeyondSummit2024 #ConsumerInvesting #TechImpact #InnovationInInvesting

We want you to manage your wealth the way you want to. That's why we have 3 tailored packages: Seed, Vine, and Berry Office to empower your financial journey. What do all of them have in common? 1. Comprehensive Portfolio Tracking Access through a Single Login: Seamlessly monitor your wealth across diverse assets from one platform. 2. Diversified Investment Opportunities World's Most Promising Sectors: Dive into unique investment options in startups, VCs, real estate, and more, curated to broaden your portfolio's horizon. 3. Personalized Portfolio Management Recommendations Tailored to You: Leverage our AI-driven tools for personalized investment strategies that align with your financial goals and risk tolerance. 4. Tech-Driven Wealth Management EfficiencyX Integration: Experience the future of finance with Finberry's intuitive, tech-driven solutions, designed for comprehensive wealth management. When you join Finberry you unlock the full potential of your wealth. You can get exclusive access by signing up to our beta: https://finberry.ai/ #finances #wealth #wealthmanagement #growth #success #financialliteracy #innovation #finberry