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Articles tagged "RightCapital"


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Shuang Chen: Business has been going very well.

RightCapital confirms secret SoFi deal that involves both B2C and 25 CFPs, landing it with MoneyGuidePro and eMoney as one of the Big Three financial planners, industry survey says

The eight year-old Shelton, Conn. start-ups cited its NDA in declining comment on the freemium SoFi deal but confirmed Fortune article and keeps plugging with RIA application day job

June 9, 2023 at 12:53 AM

Shuang Chen: 'I definitely appreciate that they reached out.'

AssetMark lets RightCapital sell financial planning software to its advisors -- with data synching -- despite just buying Voyant for $145 million

The $90-billion Concord, Calif.-based TAMP's API connection also follows one with MoneyGuidePro before the acquisition and an SEI deal to integrate with Right Capital

February 19, 2022 at 2:43 AM

Sarah Levy: We continue to ramp up our investment in the RIA business.

After promising to make RIAs job one, new Betterment CEO puts trust in RIA brands --and knocks off XYPN-- to create an Envestnet-lite outsourcer for start-up shops and breakaways

Betterment is using four software and services vendors and discounts up to $3,100 per RIA per year after getting the idea from one of its largest customers

June 23, 2021 at 9:31 PM

Ed O'Brien: Change is a natural and essential part of true innovation, which is why we recently restructured parts of the eMoney organization to support our business objectives.

Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it

The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

February 28, 2020 at 11:09 PM

Bob Curtis finally sold out to corporate interests after years of holding the line -- but financial planning's shift to a data game may have left little choice.

It took years to woo Bob Curtis to sell MoneyGuidePro but what Envestnet gets for its patience seem plenty worth it -- for both

The Fidelity-eMoney combination was a big success but a Yodlee-MGP pairing could turn the tide in the battle for the advisor desktop. Just don't call it 'competition'

March 16, 2019 at 2:04 AM

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