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Three 'RIA' executives headline $20-million VC raise to address an alts problem so annoying and tedious that existing alts players are cheering them on

Jason Wenk, Steve Lockshin and Marc Spilker know that Arch can can get alts administration of out of the shoebox and that high-flown 'alts' investors like Joe Lonsdale align.

Author Oisin Breen December 19, 2023 at 3:01 AM
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Ryan Eisenman: It’s more grunt work, but 100% worthwhile grunt work.
Brooke Southall and Keith Girard contributed to the editing of this article.


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Addepar's chairman writes five-alarm warning about how US immigration red tape is putting foreign engineers through hell, creating a 'quiet crisis' for tech companies

Joe Lonsdale uses words like 'egregious' 'crapshoot' and 'rude' in Wall Street Journal article to explain how 'America and its economy are the butt of the joke.'

October 26, 2022 at 1:12 AM

Biz Briefs: Fidelity says humans beat robots, even for Gen Z • Joe Lonsdale's Opto starts signing RIA test-drivers • Vanguard launches oddly delayed fund • Wealthbox hires, and Dynasty buys

Fidelity wins Delta Airlines business with sweetener • Opto pairs-up with Riskalyze and Merchant • Moonfare raises $15 million • CAIS bucks real estate trend • Vanguard launches "curious[ly]" delayed fund • WealthBox, Dynasty, and others buy and hire.

March 8, 2023 at 3:28 AM

Joe Lonsdale is prepping Lonsdale Investment Technologies for launch 13 years after founding Addepar -- with the new business model too cannibalistic for comfort, some say

The Austin, Texas, serial entrepreneur is still executive chair of, and a big stakeholder in, Addepar but may need a fresh start to manifest his hyped vision of creating high bandwidth financial flow between retail investors and vast private markets.

February 23, 2022 at 12:09 AM


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