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Yodlee schools RIA tech startups at The Vault and RIABiz stops by

Hedgeable and Totum were among attendees at the San Francisco brain-in where Yodlee exposes its API and lends its experience

Monday, March 7, 2016 – 9:42 PM by Brooke Southall
Admin:
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Min Zhang: It seems advisors don't want us to stop there; the want us to provide solutions. And I think they're right

Related Moves

Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 – 1:42 AM

Behind the scenes, Envestnet's board of directors had much to tussle over before finally subtracting the 'interim' from Bill Crager's CEO title

With Jud Bergman gone at a chairman, a power struggle ensued to fill that spot, and the process dragged when taking the company private came under review

April 2, 2020 – 2:34 AM


Mentioned in this article:

Hedgeable, Inc.
ETF Manager
Top Executive: Mike Kane




Bill Winterberg

Bill Winterberg

March 7, 2016 — 10:20 PM

Did Shadow ever get a cookie?

Brooke Southall

Brooke Southall

March 7, 2016 — 10:30 PM

I was able to wrangle a few cold cut leftovers for Shadow!

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