Articles tagged "First Ascent"
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 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