People Moves Related to "Ten month-old New York City startup uses artificial intelligence to gin up RIA leads and reel in immediate success"
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Amid skyrocketing growth, Barry Ritholtz sold a big tranche of shares in his RIA -- at a bargain -- making his CEO Josh Brown the largest among 29 new shareholders and getting 'forever' in return
Feb 4, 2026Ritholtz Weath leapt to $7.7 billion of AUM -- up $5 billion since 2022 -- but the firm's co-founder didn't seek the highest bidder because it didn't achieve his succession goals.
Josh Brown and Barry Ritholtz want rock-star culture and rocketing growth in one RIA so they hired Jay Tini to manage the paradox
Nov 22, 2022The dynamic New York City super-blogger duo now have a $2.8 billion AUM RIA and a 'massive fanbase' to cultivate, but they also foresee a need to rein in and retain