In bed with giants, T3 software entrepreneurs go to Florida to swear they are still more independent than thou
MoneyGuidePro's Bob Curtis flipped the bird at potential VC cash-bearers as Fidelity-owned eMoney vowed it was still a scrapper
Related Moves
Riskalyze replaces Lori Hardwick with Laurie Schultz at board chair and publicly tells her -- and the RIA industry -- it's moved the goalposts to a $1-billion valuation
The Auburn, Calif., firm's new chair already took one risk software firm to unicorn status and promises to 'do what it takes.'
November 24, 2021 at 11:12 PM
Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it
The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate
February 28, 2020 at 11:09 PM
Lori Hardwick steps down as AI Labs president and steps up as a gunslinging paladin for Riskalyze and other firms in new gig economy consulting role
The co-founder went to the Tiburon CEO Summit in April and came away with four big consulting gigs that morphed into a new career
June 13, 2019 at 2:48 AM
After Riskalyze raised a pile of cash, it went shopping for a chief technology officer and found him at Apex Clearing
The Auburn, Calif., risk software maker is undergoing a shift to enterprises and nabs Josh Gray from the Dallas firm.
August 10, 2022 at 2:25 AM
See more related moves
eMoney Advisor LLC
Financial Planning Software
Top Executive: Edward O’Brien
Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh
Junxure
CRM Software
Top Executive: Greg Friedman
MoneyGuidePro
Financial Planning Software
Top Executive: Bob Curtis
Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein
Riskalyze
Tech: Other
Top Executive: Aaron Klein
