Person

Brad Matthews

7 articles

Articles tagged "Brad Matthews"

Drew Sievers: We're the digital advice solution for FIS now and that's a really big deal.

Apr 27, 2017

After VC personally supplants CEO, Trizic raises $3.3 million, signs online octopus and begins to shed perception that it squandered a lead

Drew Sievers invested $1 million in the robo-advisor then took the place of CEO Brad Matthews, who admits it's been for the better as he became a father at 38

Aug 5, 2015

In a six-month-mark reality check, Walt Bettinger recasts Schwab's retail robo-advice as a 'tool' -- but a handy one

After the mini-Manhattan Project of Schwab Intelligent Portfolios, its CEO is showing a fuller hand of cards that goes way beyond B2C

Mike Sha: We haven't actually rolled out our asset management service yet.

Jul 21, 2015

Why SigFig is shifting its focus to using banks as middlemen despite having captive consumer audience with $350 billion

The San Francisco-based robo-advisor has trepidation about the scale it would take to handle the conversions after bad experience

Jamie Dimon: We are completely comfortable with partnering [with startups] where it makes sense.

May 28, 2015

JP Morgan gets a 39-page blasting of its corroded culture and ground lost to Silicon Valley robos -- authored by its CEO Jamie Dimon

The letter to shareholders by Wall Street's sultan shows uncharacteristic humility but some analysts question the missive's sincerity

Brad Matthews [r.] with Jason Novotny: I guarantee, I promise there will be a big institution [using Trizic] in the next 12 months.

May 18, 2015

After Schwab robo launch, Trizic phones leap off the hook as Wall Street brokers and bankers come calling -- and VCs write checks

Ex-JP Morgan Trizic founders say their giant enterprise prospects went from 'denial' to 'how?'

Eric Clarke [far l.] listens raptly as Simon Roy [far r.] touts Jemstep, then inks a deal with him over cocktails. Also pictured: Trizic founder Brad Matthews and Upside user, 'Downtown' Josh Brown

Apr 22, 2015

Orion and Jemstep form first big marriage of non-robo and robo software -- at advisor behest -- to create RIA e-commerce

The Nebraska-based conventional provider and the Silicon Valley whiz-bang, with Salesforce and TD Ameritrade as common bonds, found it easy to partner with each other

Brad Matthews: It was important if we were going to do something like this, [that] we worked with one of the leading firms.

Nov 6, 2014

Peter Mallouk buys a stake in Trizic

Barron's No. 1 advisor is likely to have his $12-billion RIA, Creative Planning, become a Trizic client

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Brad Matthews

Articles tagged "Brad Matthews"

After VC personally supplants CEO, Trizic raises $3.3 million, signs online octopus and begins to shed perception that it squandered a lead

In a six-month-mark reality check, Walt Bettinger recasts Schwab's retail robo-advice as a 'tool' -- but a handy one

Why SigFig is shifting its focus to using banks as middlemen despite having captive consumer audience with $350 billion

JP Morgan gets a 39-page blasting of its corroded culture and ground lost to Silicon Valley robos -- authored by its CEO Jamie Dimon

After Schwab robo launch, Trizic phones leap off the hook as Wall Street brokers and bankers come calling -- and VCs write checks

Orion and Jemstep form first big marriage of non-robo and robo software -- at advisor behest -- to create RIA e-commerce

Peter Mallouk buys a stake in Trizic

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