News, Vision & Voice for the Advisory Community


Vestorly makes play for RIA browsers with $4.1 million of VC funding -- tiptoeing past prowling issue

Justin Wisz's robo-marketing for advisors already serves RIAs like Halbert Hargrove but now he's reaching for a higher rung of robotics

Author Brooke Southall January 28, 2016 at 9:15 PM
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Justin Wisz: It's the same type of tracking Google has on you and me ... If we had that, we'd have the Holy Grail.

Related Moves

Riskalyze replaces Lori Hardwick with Laurie Schultz at board chair and publicly tells her -- and the RIA industry -- it's moved the goalposts to a $1-billion valuation

The Auburn, Calif., firm's new chair already took one risk software firm to unicorn status and promises to 'do what it takes.'

November 24, 2021 at 11:12 PM

Lori Hardwick steps down as AI Labs president and steps up as a gunslinging paladin for Riskalyze and other firms in new gig economy consulting role

The co-founder went to the Tiburon CEO Summit in April and came away with four big consulting gigs that morphed into a new career

June 13, 2019 at 2:48 AM

Alan Moore is the No. 2 busiest man in the RIA business and he just convinced the No. 1 busiest man to budget $200,000 to hire a 'rockstar' to replace him

Alan Moore is CEO of both XY Planning Network and AdvicePay -- and he has three young kids; Michael Kitces agreed to let him hire a full-time replacement CEO for AdvicePay -- with some giant reqirements for the new exec.

February 14, 2023 at 3:15 AM

After Riskalyze raised a pile of cash, it went shopping for a chief technology officer and found him at Apex Clearing

The Auburn, Calif., risk software maker is undergoing a shift to enterprises and nabs Josh Gray from the Dallas firm.

August 10, 2022 at 2:25 AM

See more related moves

Mentioned in this article:

Consulting Firm
Top Executive: Michael Kitces

Tech: Other
Top Executive: Aaron Klein

Stephen Winks

Stephen Winks

January 29, 2016 — 4:54 PM

The potential of marketing innovation is unquestioned, the challenge is its effectiveness and affordability. The World Financial Group (WFG) affiliated with Transamerica has built a very large business around its marketing, large enough to sell its broker/dealer and just rely alone on WFG for a market presence. Discerning world class marketers like Martha Steward swear by them. It is significant that more firms like this are emerging to help advisors differentiate themselves, sharpen their value propositions and institutionalize the market presence of individual advisors in ways only institutions could have previously achieved. A major innovation in advisory services support incorporating world class marketing and promotion for the individual advisor without OSJ objection..
Stephen Winks



February 4, 2016 — 8:35 PM

We use Vestorly and have found it to be an invaluable resource. Not only is the content curated but it is able to be presented on our website in a useful and eye-catching way. We generally need about 20 minutes per week to filter out overly-inclusive material, but it is a great way to provide third-party information from all sorts of publications to our clients/prospective clients. Gone are the days of sending out a mass e-mail clipping an article one hopes clients will see. This service is a real value-add for us.

Anna @ Vestorly

Anna @ Vestorly

February 5, 2016 — 4:40 PM

@CCO Thanks for the feedback – we’d be interested to learn more and develop a case study if you’d like to contribute. Please reach out to your customer success associate if you have any interest. Thanks again!

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