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People Moves Related to "NerdWallet's lead generation website has 20 Bay area advisors in beta, MIT, Wharton, Brown and Stanford folks running things and a Silicon Valley confidence"


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Mike Alfred scores headhunt coup by hiring brother, Ryan -- and, oh yeah, he raised $6 million

Apr 30, 2019

The co-founder and CEO of Digital Assets Data not only got his ace sibling but co-founder Kurt Fenstermacher, ex-Bridgewater, took over as COO changing the trajectory of the startup


NerdWallet buys small RIA to unlock other half of its vision -- a one-stop-shop for wealth management -- that will challenge traditional RIAs on fees and client referrals

Jun 18, 2025

The San Francisco financial product rater and information source will now create its own deliverable -- cut-rate financial advice and money management.


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