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Articles tagged "Mike Paulus"


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Steve Anderson became RIABiz' top Q1 newsmaker when he announced his firm had 'fired' $25 billion worth of 401(k) clients.
April 24, 2014 at 6:28 AM

Mike Paulus (r.) being interviewed by Bill Winterberg: It was a very long and smooth transition. (photo courtesy of Winterberg.)

The face of Addepar leaves the company amid intrigue about just where it stands with the RIA market

Mike Paulus was company president during its formative time and exemplified its faith in youth

March 24, 2014 at 3:33 AM

Here was the room where the more interesting exchanges took place.

Upper-crusty Napa Valley retreat brings together top family office execs, New Age VCs and top VCs -- at least locationally

The money men and the Windsor-knot crowd met on neutral ground and circled each other warily -- perhaps they have more in common than they know

October 24, 2013 at 6:50 AM

Geoffrey Clauss: I'm coming in to help scale this.

Addepar hires an Advent talent to help head sales, an ex-Lehman exec as COO and an ex-Merrill Lynch strategist

Geoffrey Clauss, Eric Poirier and Caroline O'Mahony all took pay cuts to help position the firm to gobble serious RIA market share

May 3, 2013 at 5:11 AM

In a deal that rocked the RIA world, David Hou (pictured) and Mark Sear sold Luminous for a staggering $125 million in cash to a San Francisco bank.

10 most influential RIA figures going into 2013 and how they're reshaping the industry, Part 1

2012 was a year of drama as sweeping deals of unexpected size were struck and the industry took to the Hill to fight against FINRA overlords

March 8, 2013 at 4:58 PM

Readers most 'liked' a May story that featured an enigmatically unpeopled office (think IPO cash) and some old fashioned gumshoe reportage.

RIABiz' 10 most-read stories of 2012: What fascinated you and why

Facebook, fallout from DOL's new 401(k) regs and happenings at Advizent, Addepar and Windhaven were reader catalysts

December 26, 2012 at 4:44 PM

Mike Paulus: We're not just a Black Diamond replacement for RIAs.

Addepar hits $50 billion of assets and turns its eyes to Advent-Black Diamond's plump RIA market

With close to $12 million in revenue, a hotshot tech startup is looking to move into second phase of development: Attracting RIAs despite naysayers

November 26, 2012 at 5:42 PM

Mike Paulus: Our goal is to be transformative from a technology perspective.

Addepar means to be the only technology platform RIAs will ever need -- and has MIT minds and PayPal money to back it up

The Silicon Valley fast-riser already won over Mark Zuckerberg's advisor and aims to serve the complex, high-end advisory offices

June 11, 2012 at 3:16 AM

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