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Inspired by the founder’s unique vision, this journalist leaped to the business side.
October 11Idea Refinery -
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 -
By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.
September 30 -
Former Envestnet executives partner with investment group to launch new consulting firm.
September 25 -
The document further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform.
September 3 -
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 -
FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.
August 7 -
The next big institution is going after fintech, but there’s still a long road ahead.
August 5 -
The firm's price and valuation exceeded expectations.
July 18 -
The offering validates the explosive growth seen in the independent channel, experts say, which has now grown fast enough to catch the eye of retail investors.
June 28