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Articles tagged "Drew Sievers"


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Drew Sievers:  I don’t kiss and tell. ​

Drew Sievers woos fresh $12 million in capital and a fat $15-million loan to renamed Trizic

Now named 'Harvest,' the CEO of the robo-for-banks won't kiss or tell -- except about those 18 banks signing on in 18 months.

December 13, 2019 at 7:52 AM

Ed Mercier: Purchasing the broker-dealer from Edelman helps ensure that we can continue to work with our RIA partners without subscriptions or contracts.

How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again

The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand

November 20, 2019 at 10:19 PM

Andy Rachleff: You can expect us to further extend our services into the banking sector this year.

Wealthfront adds staggering $1 billion to its robo-bank in 'less than a month', but critics say it's treading the line, again, on possible conflicts of interest

CEO Andy Rachleff's made a smart move -- short-term, for sure -- but the two months come with a big asterisk and cultural, business model and marketing pivot may cause longer-term headaches

April 26, 2019 at 2:20 AM

Jud Bergman: As we go from four or five big wins to 10 or 20 big wins, and we begin to monetize Yodlee, then people will say, 'OK, I see what you saw in it.'

Jud Bergman defines 'stupid' and post-'stupid' eras at his firm after Raymond James analyst dares to unearth the Yodlee question

The Envestnet CEO's rebuke, embracing the synonym for imbecilic and unintelligent, showed how raw feelings got in 2015 with the firm's purchase of Yodlee for about $600 million

May 29, 2018 at 11:03 PM

Lowell Putnam: We've all decided to band together to principles that arent even necessarily in our own best interests.

Envestnet quietly deals rivals in on Yodlee play to placate big banks and their latent threat of 'oblivion' in response to 'screen scraping'

The Chicago-based outsourcer orchestrates a Yodlee/Morningstar/Quovo show of force in response to vulnerability to 'throttling' by mega-custodians

May 17, 2018 at 7:24 PM

Aaron Schumm: With the technology there's so much to do.

Vestwell jets ahead and adds pilots on the fly to keep startup on course

Founder Aaron Schumm is dealing with the dilemma/windfall of business coming over the transom ahead of projections

March 26, 2018 at 10:10 PM

Drew Sievers: [FIS support] is not just a huge moat in the banking business, it's a veritable ocean.

Trizic CEO raises $10M, poaches ex-FolioDynamix COO and luxuriates in 'ocean' of FIS 14,000-bank insider advantage

Drew Sievers vows that firm's five-year plan will make his bank clients massive competitors to Wealthfront and Betterment

March 21, 2018 at 8:13 PM

Drew Sievers: We're the digital advice solution for FIS now and that's a really big deal.

After VC personally supplants CEO, Trizic raises $3.3 million, signs online octopus and begins to shed perception that it squandered a lead

Drew Sievers invested $1 million in the robo-advisor then took the place of CEO Brad Matthews, who admits it's been for the better as he became a father at 38

April 27, 2017 at 10:39 PM

Lloyd Blankfein is channeling his inner Marcus to find a retail groove for Goldman Sachs.

As Goldman Sachs' badly kept secret about branding an advice robot leaks out, Goldman-watchers see contours of Lloyd Blankfein's grand if 'scattergun' virtual advice strategy take shape

The NYC investment bank's CEO may be saving the Goldman brand for last after smart beta ETFs, Honest Dollar, Motif and 'Marcus by Goldman Sachs' are up and running

March 30, 2017 at 7:20 PM

Brad Matthews [r.] with Jason Novotny: I guarantee, I promise there will be a big institution [using Trizic] in the next 12 months.

After Schwab robo launch, Trizic phones leap off the hook as Wall Street brokers and bankers come calling -- and VCs write checks

Ex-JP Morgan Trizic founders say their giant enterprise prospects went from 'denial' to 'how?'

May 18, 2015 at 6:33 PM

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