Former BlackRock Bosses Fund Early-Stage Compliance Startup Paragon Data Labs Jefferson Mitchell, co-founder and CEO at Paragon Data Labs, sees a part of wealth and asset management “ripe for disruption.” Holly Deaton November 23, 2021
This content is from: Wealth Management The Lone Family Office Backing Venturi, an RIA Striving For $10 Billion Under Management Michael Thrasher November 18, 2021
This content is from: Wealth Management KKR Invests In $20 Billion RIA Beacon Pointe Advisors Holly Deaton November 16, 2021
This content is from: Wealth Management Exclusive Agreement With Goldman Sachs ‘Validates’ Creation of InspereX Holly Deaton November 16, 2021
Sponsored Balancing Growth and Protection for Your Clients Sponsored by Lincoln Financial Group November 29, 2021
CAIS Hires Head of Data To Extract Insights From Its ‘Mine of Information’ “Data is the new oil. It’s the fuel that drives our understanding.” Michael Thrasher November 15, 2021
Dynasty Financial Partners Creates Referral Program to Introduce Wealthy Investors to Its RIAs During a 90-day beta test, the program connected advisors to clients with an aggregate of $200 million in assets. Holly Deaton November 11, 2021
RIA-Focused TAMP GeoWealth Raises $19 Million From Kayne Anderson Capital, J.P. Morgan GeoWealth President Collin Falls told RIA Intel the company plans to ramp up hiring and product development. Since its last round of funding in 2018, the company has gone from $4 billion in assets on the platform to almost $17 billion. Holly Deaton November 03, 2021
Sponsored The Emerging Markets Hub Read the latest Emerging Markets news on RIAIntel.com. Sponsored by Matthews Asia August 02, 2021
Zoe Financial Hires Goldman, RobustWealth Alumni To Support Current Growth and ‘Ambitious’ Plans In 2021, the startup has added roughly 1,000 wealth managers to its exclusive network and begun thinking about its future in terms of decades, rather than quarters, Zoe CEO Andres Garcia-Amaya said. Holly Deaton November 02, 2021
Diversitas: A Growing Wealth Management Conference Centered on Diversity and Inclusion Students, academics, guidance counselors, and financial advisors are gathering November 3 for the University of Akron’s fifth annual symposium created to make the wealth management industry more inclusive. Michael Thrasher November 01, 2021
Envestnet Leads $18 Million Round of Funding for Fixed-Income Fintech YieldX In less than a year, the valuation of YieldX grew from about $40 million to $218 million, the startup told RIA Intel. Holly Deaton October 26, 2021
Sponsored Life Sciences Real Estate: Opportunity in the Midst of a Pandemic Sponsored by Clarion Partners June 24, 2021
Behind Record Deal Volume, a Tax Proposal Pushing Wealth Managers To Sell Holly Deaton October 22, 2021
Advisor Circle, Ritholtz Wealth Management Announce SXSW-like Festival Called Future Proof Holly Deaton October 20, 2021
Owl Capital Leads $100 Million Funding Round for Structured Note ‘Assembly Line’ Halo Investing Holly Deaton October 11, 2021
Envestnet-Backed, Medicare Startup Healthpilot Launches as Open Enrollment Nears Holly Deaton October 08, 2021
‘The Market Was Moving Fast,’ So Franklin Templeton Leapt at O’Shaughnessy Asset Management Michael Thrasher September 30, 2021
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