RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "TradeWarrior"


Headline

Publish date


Eric Poirier: We admire what they've built.

After being 'blown away' by AdvisorPeak's engineering prowess, Addepar is buying the company to arm its clients with automated rebalancing software

The 12-year old Mountain View, Calif., performance reporter, with $3 trillion plus of adminstered assets, is buying the 18-person, third-year startup to apply to its 600 clients.

October 22, 2021 at 3:03 PM

Pete Giza: You look at any portfolio accounting management system today, it’s archaic. I don’t care which one you choose ... [They're] being left in the cosmic dust.

Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?

The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader

June 11, 2019 at 9:49 PM

Devin Vigil: [If] you dangle some money in front of Abar in his 20s, it's a different story than dangling some now .… He wants redemption.

Matt Abar hopes three's a charm with FinFolio cloud launch and robo play

FinFolio finally goes 2.0 and gets $20-billion assets bump, but there's a lot of ground to make up

April 5, 2018 at 12:08 AM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo