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Wall Street's punching bag of late, the San Francisco firm is rolling the dice that it can get RIAs to re-up on AI with a new set of fees and implementation -- one RIA offers cautious praise after pilot.
Crager left Envestnet in early 2024 -- signed on with WestCap's in-house side project with an amalgamated name -- and now Crager sees no obstacles in his way to make the RIA business operate with unity
The risk-number magnate from Boise raised $5.5 million from Eric Clarke, Brian McLaughlin, Steve Lockshin, Scott Hanson, Ric Edelman, Barnaby Grist, Yoav Zurel and others.
Burnout and EBITDA weigh on CEO-types as never-ending exits claim Ron Carson, Aaron Klein, Bernie Clark, Rudy Adolf, Bill Crager and Tim Buckley.
The Nitrogen CEO is still the largest 'individual' shareholder and promises not to start a new company but he's already launched a side-hustle consultancy
The Auburn, Calif., software firm is ready to shift from a 'point solution' to a 'growth platform' -- and now has a Yale/Harvard guy who just went through a similar drill at a non-financial digital firm.
Right out of Berkeley, Matt Pistone was serious engineering talent with little experience. The new person needs to bring a track record.
The Auburn, Calif., firm's new chair already took one risk software firm to unicorn status and promises to 'do what it takes.'
The Chicago manager of $244 billion -- and ratings whiz -- will de-nerdify FinaMetrica, use portfolio-side data and push out risk software to 180,000 desktops-- all for free
The Auburn, Calif., firm still holds an '85% market share,' says Aaron Klein, and he also doesn't regret shining a spotlight on what he disparages as 'unfruitful guesswork'.
The Auburn, Calif., industry leader used a release, video and dedicated website to lash out at Orion's freshly acquired HiddenLevers unit, but a backlash may be brewing.
The Redwood City robo-advisor's addition of two renowned former chief banking regulators brings legitimacy and guidance that could lead to a margin-fattening bank charter and help solve the robo-advisor's problem of high client acquisition costs.
Iraklis Kourtidis takes Aaron Klein's 'Autopilot' product to another plane of efficiency with 'Rowboat,' software he largely wrote over four no-paycheck years
The co-founder went to the Tiburon CEO Summit in April and came away with four big consulting gigs that morphed into a new career
The Riskalyze CEO has three businesses, an expanding list of copycats, 600 close friends and a rah-rah message: Fearlessness
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