Feb 12, 2014
VC-backed RIA CRM firm bursts onto the T3 scene looking to knock off Redtail, Salesforce etc.
Gotham Tech Labs seeks to blur the line between CRM and social media -- for a bargain
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John Prendergast
5 articles
Articles tagged "John Prendergast"
Jul 25, 2013
Bloomberg warns that BloombergBlack is shutting down
The move toward a 'very quick death' shocks virtually everyone as the New York data giant alludes to its plans to offer financial advice down the road
May 8, 2013
What is up with Bloomberg launching an RIA, BloombergBlack, and hiring a bunch of ex-TD, -Fido and -Schwab folks to staff it?
It's not clear how this fits in with Bloomberg's bigger plan and the effort seems a little tentative but the data giant has resources
Feb 11, 2013
How Blueleaf sees itself taming the RIA's two betes noire -- and how it is being challenged on that
The new-ish Cambridge-based company has big deals with Redtail and MoneyGuidePro and hopes, amid skepticism aplenty, to literally change wealth management