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Articles tagged "ThinkMantle"


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Bob Miller: Although we compete with Addepar in the reporting domain we also provide services that they do not.

With Addepar muscling in, original UHNW software force PCR hires new CEO, triples engineering staff, kills off asset-based pricing and seeks more RIAs

Plucky Bob Miller is replacing Rob Fiore at the Wilton, Conn. firm with a keen sense of UHNW hegemony and willingness to take half an RIA loaf for reporting on managed illiquid assets

December 30, 2016 at 7:14 PM

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