Harmonic Finance Inc ™ | Certified B Corp’s Post

So exciting to see the Pavillion / Expo hopping with standing room only crowds to see all the new products and features from #woveplatform. With over 300 hundred enterprise clients either on the platform, preparing to be onboarded or exploring what Wove can do for them - it’s going to be a busy summer! Noam Tasch Farayi Chimbangu Alyssa Palmero Dara Holly Nikki Koutsouros Lori Johnson put your running shoes on 👟 #pershingx #advisors #ria #wealthtech #fintech #financialplanners #wealthmanagers

Thanks to JPMorgan Chase & Co., Macielle Osterling, Verizon labs, and the speakers for putting on a great female founder event! Always love getting to know more female founders and investors in the LA ecosystem. The panel included q&a’s from 3 great investors that shared their knowledge around the current fundraising landscape. Each investor had their own metrics needed to raise. This ranged from: -having a technical team in house -domain experience -specific MRR/ARR targets Even if you get 10 or 50 nos it’s important to keep fighting. You may not be a right fit for all investors but you can find the investor that’s right for you.

I think of our clients as my teammates. We all have the same goal – to figure out a way to enjoy life, maximize our potential, and protect our nest egg along the way. This is why this picture from Morton Wealth’s 2023 Investor Symposium is so meaningful. We were all truly in it together on this day. It was invigorating seeing my teammates in the crowd. Everyone in the room is investing into themselves and their future potential. It’s why we do what we do. #betterinvestor

Exciting News! M & M have turned 20! It's been an incredible journey, and we couldn't have done it without YOU - our amazing clients, partners, and team! Your trust and support have been the pillars of our success over the past two decades. As we celebrate this milestone, I'm reminded of Warren Buffett's timeless advice: "Rule No. 1: Never lose money. Rule No. 2: Never forget Rule No. 1." Here's to many more years of safeguarding and growing wealth together! Zach Matai Neil Morjaria Vishal Shah DipPFS, CeMAP Parita Desai

What a way to close out a remarkable year for Percent following the 1) Closing of our $30m Series B, 2) Broker-Dealer Approval and 3) Closing of our $75 million credit facility. All cylinders are clearly firing here as we turn the page to 2024 and momentum carries us to reach new heights! 🚀 Absolutely wouldn't be possible without the hard work and dedication from the entire Percent team, supportive investors and trusting clients... Huge Thank You and here's to another big year ahead!! 🙏 📈 #privatecredit #fintech #capitalmarkets

For those interested in learning a bit about how Lightning Minds came to be and where we see the brand growing. Our Birchal Investor Q&A is now available to re-watch via link below. Or follow link here: https://lnkd.in/gpkmHkv3 Some great audience participation and questions asked. #lightningminds #brighteningminds #nonalcoholicbeer #csf *Always consider the general CSF risk warning & offer document before investing. https://lnkd.in/gpkmHkv3

#MorningstarRetirement's goal is to empower investor success by helping participants get better retirement outcomes. Historically, in Retirement, we’ve always said that we are uniquely positioned to save retirement. What that means is that without a company like Morningstar, with our research and thought leadership, our technical integrations and connections across the industry and our vast set of offerings, we believe people may not be able to achieve the retirement they want and need. A 401(k) account is many people’s first and sometimes only investment, and we take it seriously that we need to do a good job managing people’s retirement accounts. We realize the consequences, and we truly believe that our services can help people get better retirement outcomes. As we celebrate Morningstar’s 40th anniversary and beyond, it is great knowing that we are having an impact and that every day we come to work we are empowering investor success. Important disclosures: https://lnkd.in/dAJe_XU2

Last weekend, my team competed in Texas A&M's Hackathon, TAMUhack, and Placed 1st in the PIMCO Financial Challenge. We created a Financial Dashboard in order to help users plan out their investing and budgeting. Here is the link to our deployed website: https://lnkd.in/gD5a6Ef3 Our website allows users to do the following: 1. Live Stock Comparison: Real-time stock prices at your fingertips, enabling informed investment decisions. 2. Expert Analysis: Access expert recommendation trends for any stock over  the past six months to guide your investment strategies 3. Latest News: We scrape the internet to retrieve the most recently published news articles about any companies you're interested in. 4. Budget Tracker: Effortlessly track monthly progress towards your customizable financial goals 5. Credit Card Catalog: Young investors can view a variety of potential credit card options with links to each one 6. Login Page (Offline after the Hackathon, Website is now on Guest Mode): Users can login to save and track their financial investment and budgeting progress over time Thank you to TAMUhack putting on the event, and to PIMCO for creating their Financial Challenge!

2 days left to get early bird pricing for the webinar I'm hosting on investor outreach for founders! This event is a huge value add for founders struggling to create their target lists of investors. Having investors you want to get to is one thing. Finding paths to get to them are a whole other ballgame... RSVP ⬇️ ⬇️ https://buff.ly/3KwEWxE

A big big thank you to our esteemed investors for making this event a huge success, it would not have been without you, we are grateful and we certainly do not take it for granted. To join our list of satisfied investors, spare 30 seconds to fill out our five-question survey to see if you're a good fit: #RealestateMarket #RealestateInvestment #CommercialRealestate #MultiFamilyRealEstate #AccredictedInvestors