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The leading TAMP partnered with an exchange to offer advisors access to prequalified loans for clients.October 16
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Inspired by the founder’s unique vision, this journalist leaped to the business side.October 11
Founder and presidentIdea Refinery
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Jud Bergman grew the largest TAMP from a startup to one of the leading firms in the industry, driving the profession forward, mourners say.October 4
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By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.September 30
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Former Envestnet executives partner with investment group to launch new consulting firm.September 25
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The document further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform.September 3
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The turnkey asset management platform is targeting enterprise firms willing to pay more than $100,000 per year, CEO Jud Bergman said during an earnings call.August 8
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FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.August 7
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The next big institution is going after fintech, but there’s still a long road ahead.August 5
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The firm's price and valuation exceeded expectations.July 18
