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Articles tagged "Wealthspire"


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Lawrence Calcano: RIAs would login and not see the GP as it was on a separate platform, and RIAs were calling … [so] we’ve brought it all together.

Lawrence Calcano's new push to address RIAs' gripe about shopping alts on his software means getting providers to sell alts more like commodities, less like rare paintings

The CEO of iCapital knows RIAs and alts managers would benefit from selling more like Amazon or Kayak -- a tough sell to alts managers when snob appeal itself is a selling point.

June 30, 2023 at 2:45 AM

Greg Friedman: We weren't looking for crazy.

Forgoing 'crazy' offers, Greg Friedman is -- yes, surprisingly -- selling 100% of Private Ocean to a roll-up that is part old Bronfman Rothschild and part NFP-owned Sontag Advisory

The Wealthspire rollup will jump to near $17 billion after adding $2.7 billion from the formerly acquisitive San Rafael, Calif. RIA whose founder can't wait to be an employee, again.

November 22, 2021 at 4:12 PM

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