News, Vision & Voice for the Advisory Community


Doug Fritz's startup in Santa Cruz is a surfing safari that is beginning to make waves by providing billion-plus RIAs with software shock troops

The former Wells Fargo and First Republic wealth tech guy now has an F2 team of 20-plus scattered nationally for his outsourced chief technology officer business.

Author Brooke Southall November 23, 2021 at 2:07 AM
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Doug Fritz: 'I don't make cold calls. I have no prospect list.'

Steve  Chen

Steve Chen

November 23, 2021 — 3:19 PM
Nice work Fritz!
Kelli Cruz

Kelli Cruz

November 23, 2021 — 3:59 PM
The investments in People & Technology are what makes an RIA firm a real business. Congratulations and thank you Doug! The industry needs you and your team.

Related Moves

InvestCloud CEO John Wise and management team ousted after VC investors grow impatient for long-promised deliverables that always seemed just over the rainbow

Dubbed an 'Envestnet killer,' the LA company has yet to deliver disruption from its $1 billion VC investment combined with roughly $1.5 billion of other motley gems.

April 26, 2023 at 11:25 PM

After three years -- and $2.5 billion -- trying to make an Envestnet killer out of InvestCloud, Motive Partners goes owner-operator when CEO search comes up empty

Motive hopes Jeff Yabuki, 66, can restore magic after old InvestCloud management put the 'icing before the cake' in the eyes of one analyst.

January 23, 2024 at 2:07 AM

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