article thumbnail

Secfi Launches RIA, Targets Startup Employees

Wealth Management

The firm has hired John Morrison, portfolio manager at Dimensional Fund Advisors, to run the RIA, which aims to help startup employees plan around option-rich, but cash-poor, wealth.

Startup 264
article thumbnail

#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Davis Janowski , Senior Technology Editor, WealthManagement.com June 27, 2025 4 Min Read Quinn CEO Royi Markowitz I wrote a column last summer entitled “ Finny and the Great AdvisorTech Acceleration ,” largely about the startup but also about the momentum surrounding the rapid advancement and integration of AI among third-party technology providers.

article thumbnail

401(k) Real Talk Episode 153: May 21, 2025

Wealth Management

Open, honest and candid discussion about Empower adding private markets to TDFs, startup adding leveraged financing to retirement plans, the growing wave of forfeiture cases and ways to deal with the IRA rollover problem.

article thumbnail

Tokenbridge, A Distributed Ledger Technology Startup, Launches

Wealth Management

While clients and funding remain under wraps, Tokenbridge has plans to tokenize and revitalize the investment industry.

article thumbnail

Indian Startups Accelerate IPO Plans Before 2026; Here’s why

Trade Brains

There’s a clear shift happening in India’s startup world. Almost every promising startup you can name seems to be preparing for a stock market listing, and they all want to make their debut before 2026. That kind of market enthusiasm is encouraging founders across the startup scene to go public sooner rather than later.

Startup 52
article thumbnail

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

which is a good bit north of Lexington and just across the river from Cincinnati, Ohio (sorry, I love geography and startup origin stories). The other competitors in this year’s demos included Addepar , Altrata , BILL , Encorestate Plans , GReminders , MileMarker , Mili AI , Wealthfeed , Zeplyn and Zocks. Your brand always visible.