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Articles tagged "First Ascent"


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Scott MacKillop: I may be a bit of a freak of nature, but I still like climbing big mountains.

Scott MacKillop got his flat-fee startup to $1.4 billion in eight years, negotiated its sale over nine months and largely got friends and family investors cashed out

The First Ascent sale means the Denver-based founder's second ascent as head of a GeoWealth holding won't be beset with worry about cash burn, not least because free GeoWealth software puts it into the black -- and makes it more of a TAMP than an investment manager

April 5, 2023 at 8:05 PM

Scott MacKillop: You can see it's going to work now. There's no way I'm going to let this thing fall apart.

Scott MacKillop applies shock-and-awe pricing to SMA market to good effect after merely lower fees left RIAs flat

Using a robo out of a yoga studio, First Ascent is using a flat, capped fee to fulfill a founder's vision

March 14, 2017 at 10:47 PM

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