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Articles tagged "Ben Malka"


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Aaron Schumm: This is the most fun the business has ever been.

As Aaron Schumm's 401(k) startup gets $8 million the FolioDynamix founder loves Vestwell's odd juxtaposition to Fidelity

Vestwell attracts second big FMR seed capital tranche by co-opting advisors to go where the Boston 401(k) king is most challenged -- very small plan sponsors

October 13, 2017 at 5:12 PM

Aaron Schumm: I had the luxury of working with 100,000 advisors and hearing what they needed to help their business.

Two years after the $199 million FolioDynamix sale, Aaron Schumm jumps back in the B2B RIA game but not to compete -- yet

Staked to $4.5M of F-Prime and FinTech Collective cash, Vestwell will stay in 401(k) for now but roll its business model over soon enough to IRAs

October 4, 2016 at 6:22 PM

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