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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 261
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The Book of Genesis: Wall Street Edition

The Big Picture

Then the Trader said, “Let companies emerge to bring forth profits: firms yielding dividends and startups yielding disruption, each according to their kind.” ” The Investor, tempted, took his portfolio and bought on margin. But soon, volatility struck, and the portfolio was wiped out in a great Crash.

Startup 230
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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 186
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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.

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MiB: Sahil Bloom on Understanding ‘The 5 Types of Wealth’ 

The Big Picture

This week, I speak with Sahil Bloom, founder and managing partner of SRB Ventures , a Venture Capital focused on accelerating compelling startups. Be sure to check out our Masters in Business next week with Christine Phillpotts , Portfolio Manager at Ariel Investments. billion in assets under management.

Startup 170
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AI Wealthtech Startup Jump Wins 'Best In Show' At WealthStack Tech Demos

Wealth Management

Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.

Startup 255
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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

All costs impact your returns, but high or excessive fees have an enormous impact as they compound or, more accurately, lessen your portfolios compounding over time. An instructive war story : During the mid-1990s, a grad school buddy took a senior job at a tech startup that came with lots of stock.

Investing 266