News, Vision & Voice for the Advisory Community


HiddenLevers' Raj Udeshi takes victory lap after nabbing Focus Financial account: 'We dropped a bomb in BlackRock's backyard;' But it's just a battle not the war, analysts say

The founder's analytics software firm had to beat out Aladdin but the reward is a doubling of assets and $1-million-plus contract

Author Oisin Breen March 27, 2019 at 9:41 PM
no description available
Raj Udeshi: Here's a seven-figure deal I just beat Blackrock on.

Raj Udeshi

Raj Udeshi

March 27, 2019 — 11:54 PM
I didn't say half of these comments. Hilarious. RIABiz is the TMZ of the wealth management world.
Jeffrey Baker

Jeffrey Baker

March 28, 2019 — 1:00 AM
Who knew risk management could be so dramatic? Anyways, if you want to try it - <a href="https://www.hiddenlevers.com/#trial" rel="nofollow">https://www.hiddenlevers.com/#trial</a>
Gregg Wentz

Gregg Wentz

March 28, 2019 — 4:43 AM
LOL this is too much. RIA Biz thanks you for standing by the accuracy of your reporting, this publication is 2nd to none, keep up the great work this is only place to go get the real deal on any story out there Raj big talker - Not even close, RIA biz is the 60 Minutes / Frontline / Vice

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The RIA world's provacateur, Raj Udeshi, left Orion to go 'nuts,' bears no grudges after the Riskalyze assault, and reveals his one regret was taking too little risk

Now in Kern County, Calif. the HiddenLevers founder, 45, is growing pistachios for 'single-digit' returns and maintains a great relationship with Eric Clarke and Orion.

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August 13, 2022 at 12:39 AM

Envestnet shares popped -- up 8% today -- after Wall Street filtered out bad news and staked its bet on confidence in a new team

The Berwyn, Pa., firm sugar-coated nothing but ended up with a sweet stock price result as analysts see good outweighing bad.

February 24, 2024 at 3:33 AM

Bill Crager is dropping CEO role after multiple shoes dropped; the company insists it was his 'decision' but vision, Yodlee future uncertain

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Mentioned in this article:

Consulting Firm
Top Executive: Bill Winterberg

Envestnet Inc
Top Executive: Jud Bergman

Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf

RIA Publication
Top Executive: Eric Clarke, CEO

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Consulting Firm
Top Executive: Michael Kitces

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