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Top 12 crucial technology happenings affecting RIAs in 2012, Part 2

Silicon Valley woke up to the potential RIA business, a phenomenon perhaps best embodied by the meteoric rise of one youth-fueled venture -- and our No. 1 pick on this list

Author Lisa Shidler January 22, 2013 at 4:15 AM
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All roads led to Silicon Valley as technology firms serving the financial advisory industry found their groove.


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Mentioned in this article:

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Envestnet Inc
TAMP
Top Executive: Jud Bergman

Addepar
Portfolio Management System
Top Executive: Eric Poirier

inStream Solutions
Financial Planning Software
Top Executive: Alex Murguia

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina



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