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As ever larger RIA rollups hog M&A deals, Andy Grillo launches cheap robo-service to help mom-and-pop battle 'inaccurate' valuations; color RIA bankers unimpressed

Fabe Assist promises to scratch an itch RIAs didn't know they had, knowing more about themselves before they entertain buyers. But experts say valuations are too human and too emotional for machines to make inroads.

Author Oisin Breen June 1, 2021 at 11:03 PM
1 Comment
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Andy Grillo: Way too often transactions are inaccurately priced.


Jeff Spears

Jeff Spears

June 2, 2021 — 12:48 PM
The middleman has been overpaid in most industries. Private equity has thrived by eliminating the middleman. Many FinTech companies are taking a similar approach. The approach is an improvement for smaller firms who lack the money and expertise.

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