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Iconiq Growth, a division of RIA Iconiq Capital, will also dedicate a key executive to the Altruist board
RIA for tech mega wealth, started by Mark Zuckerberg's one-time broker, just added roughly 35,000 square feet to its New York City footprint to accommodate hiring spurt
The San Francisco firm nearly quadrupled in size since June 2020 sources and buys pre-IPO shares, is determined to be a wealth manager to the super-wealthy and compete for A-list PE deals with Blackstone and the like.
The $1.3-trillion performance software maker hired Samuel King, former Tamarac service chief and wins -- for keeps -- big RIA users as it puts its science project reputation aside to prosper
Facebook, fallout from DOL's new 401(k) regs and happenings at Advizent, Addepar and Windhaven were reader catalysts
With close to $12 million in revenue, a hotshot tech startup is looking to move into second phase of development: Attracting RIAs despite naysayers
Companies like Schwab, Advent-Black Diamond and Salesforce are based here for starters -- but big wealth managers and lots of open-minded rich people clinch the matter
Breakaway out of Morgan Stanley, Divesh Makan, attracts the Mark Zuckerbergs and Sheryl Sandbergs of the world with his pedigree and presence
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