Articles tagged "Mike Paulus"

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How rising RIA super-bloggers, 401(k) brush fires and a short RIA-Salesforce courtship captured RIABiz readership

As we examined our top 10 articles Q1, the common denominator was ... an RIA intangible that you know when you see

April 24, 2014 — 6:28 AM UTC

The face of Addepar leaves the company amid intrigue about just where it stands with the RIA market

Mike Paulus was company president during its formative time and exemplified its faith in youth

March 24, 2014 — 3:33 AM UTC

Upper-crusty Napa Valley retreat brings together top family office execs, New Age VCs and top VCs -- at least locationally

The money men and the Windsor-knot crowd met on neutral ground and circled each other warily -- perhaps they have more in common than they know

October 24, 2013 — 6:50 AM UTC

Addepar hires an Advent talent to help head sales, an ex-Lehman exec as COO and an ex-Merrill Lynch strategist

Geoffrey Clauss, Eric Poirier and Caroline O'Mahony all took pay cuts to help position the firm to gobble serious RIA market share

May 3, 2013 — 5:11 AM UTC

10 most influential RIA figures going into 2013 and how they're reshaping the industry, Part 1

2012 was a year of drama as sweeping deals of unexpected size were struck and the industry took to the Hill to fight against FINRA overlords

March 8, 2013 — 4:58 PM UTC

RIABiz' 10 most-read stories of 2012: What fascinated you and why

Facebook, fallout from DOL's new 401(k) regs and happenings at Advizent, Addepar and Windhaven were reader catalysts

December 26, 2012 — 4:44 PM UTC

Addepar hits $50 billion of assets and turns its eyes to Advent-Black Diamond's plump RIA market

With close to $12 million in revenue, a hotshot tech startup is looking to move into second phase of development: Attracting RIAs despite naysayers

November 26, 2012 — 5:42 PM UTC

Addepar means to be the only technology platform RIAs will ever need -- and has MIT minds and PayPal money to back it up

The Silicon Valley fast-riser already won over Mark Zuckerberg's advisor and aims to serve the complex, high-end advisory offices

June 11, 2012 — 3:16 AM UTC
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