NerdWallet's lead generation website has 20 Bay area advisors in beta, MIT, Wharton, Brown and Stanford folks running things and a Silicon Valley confidence
For Ask a Financial Advisor, the medium is the (video) message and the specializations include Lutherans
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Mike Alfred scores headhunt coup by hiring brother, Ryan -- and, oh yeah, he raised $6 million
The co-founder and CEO of Digital Assets Data not only got his ace sibling but co-founder Kurt Fenstermacher, ex-Bridgewater, took over as COO changing the trajectory of the startup
April 30, 2019 at 5:25 PM
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Top Executive: Mark Alcaide, COO/Partner
BrightScope, Inc.
Data and ratings for RIAs
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Financial Literacy
Elmer Rich III
If there is a B2C tech solution that works , i.e., predicts investors buying an ad visor’s services – we’re all for it.
We do this work for a living and our experience is that it is a B2B sales and with the older clients having the most money tech solutions are pretty ho hum.
I would like to see independent validation of this business model and process – before investing anything in it. Since there are a lot of academics involved surprised there is no evidence and primary research proof offered.
Wouldn’t a truly universal tech solution be best to test outside of the Bay area? Sounds like and echo chamber effect is occurring.
But it is always exciting to pronounce a solution to asset gathering where you basically sit at your desk and work on your computer. But it’s kind of a kool idea from a decade ago.
Elmer Rich III
If there is a B2C tech solution that works , i.e., predicts investors buying an advisor’s services – we’re all for it.
We do this work for a living and our experience is that it is a B2B sales and with the older clients having the most money tech solutions are pretty ho hum.
I would like to see independent validation of this business model and process – before investing anything in it. Since there are a lot of academics involved surprised there is no evidence and primary research proof offered.
Wouldn’t a truly universal tech solution be best to test outside of the Bay area? Sounds like and echo chamber effect is occurring. Don’t really see the benefits to the investor.
But it is always exciting to pronounce a solution to asset gathering where you basically sit at your desk and work on your computer. But it’s kind of a kool idea from a decade ago.
randomwalk
It’s embarrassing that you would cover this company as a potential serious player in this industry.
Elmer Rich III
That’s a good strong opinion, but I support the widest reporting possible. Who can predict what is valuable to advisors or clients?
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