Articles tagged "Jason Wenk"


HeadlinePublish date

VCs back Wealthbox with another $6 million as improbable play to upend CRM giants like Salesforce, Microsoft and Redtail by 'Facebooking' its look and shanghai-ing data from LinkedIn

CEO John Rourke recognizes that CRM and social media are birds of a feather and he is starting to make his startup fly with the power and simplicity of the Silicon Valley giants

February 13, 2017 — 8:22 PM UTC

VC-backed RIA CRM firm bursts onto the T3 scene looking to knock off Redtail, Salesforce etc.

Gotham Tech Labs seeks to blur the line between CRM and social media -- for a bargain

February 12, 2014 — 7:25 AM UTC

How a 33 year-old advisor ditched the Midwest for California and used mad blogging and SEO skills to hijack annuity-bound web traffic to propel giant growth

With $40 million and counting in new business this year alone, Jason Wenk expects to double his AUM by year's end in part by mining clients' keyword gold

October 2, 2013 — 5:26 PM UTC
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