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Articles tagged "Fintech Collective"


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Aaron Schumm: I had the luxury of working with 100,000 advisors and hearing what they needed to help their business.

Two years after the $199 million FolioDynamix sale, Aaron Schumm jumps back in the B2B RIA game but not to compete -- yet

Staked to $4.5M of F-Prime and FinTech Collective cash, Vestwell will stay in 401(k) for now but roll its business model over soon enough to IRAs

October 4, 2016 at 6:22 PM

Lowell Putnam: Our vision is to take data that used to take weeks or months and we want to get that to advisors on a daily basis.

Quovo rakes in $4.75 million from VC backers and a triumvirate of angel RIAs: Carson, Bicknell and Lockshin

The mini-Yodlee is ready to play the feisty startup role in the RIA account aggregation market

September 1, 2015 at 5:05 PM

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