Articles published 2/2025
Headline
Publish date
RIA CRM startup arrives -- it's free, AI-powered and unfettered by dubious features -- but 15 years after the Schwab 'Project C' goldrush can it make inroads against market giants Redtail, Wealthbox and Salesforce?
AdvisorCRM is serving six RIAs and brings the old Junxure promise of design-by-RIA to market; and, for now, no VCs are calling the shots.
February 4, 2025 at 3:03 AM
The long, long Addepar incubation is giving way to profits, a $3.25-billion valuation and a 'G' round of $250 million that co-founder Joe Lonsdale is helping to fund
The Mountain View, Calif., software maker, a cash burner since 2009 founding, will earn 'hundreds of millions' in 2025, which has investors piling in at the new valuation – a 62.5% increase in four years.
