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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

Tuesday, January 22, 2013 – 4:15 AM by Lisa Shidler
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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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Ron Ransom earned CEO Bill Crager's trust as chief business development officer and now will define how Envestnet conducts itself as a global citizen and vendor of wellness.

July 27, 2022 – 2:27 AM

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July 23, 2020 – 1:42 AM

Addepar hires Advent genius then launches 'Advent Converter' to court the RIAs still on Axys and APX ; PortfolioCenter 'easy button' comes next

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Joe Lonsdale is prepping Lonsdale Investment Technologies for launch 13 years after founding Addepar -- with the new business model too cannibalistic for comfort, some say

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February 23, 2022 – 12:09 AM

See more related moves

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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