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Articles tagged "Stuart DePina"


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Stuart DePina's exit is part of 'pivotal moment' in play to 'better innovate.'
June 8, 2022 at 12:17 AM

Stuart DePina: It's not sexy ... [but] we expect that over the course of the next 18 to 24 months you'll see a lot more.

Bill Crager buys Wall Street patience by detailing how Envestnet can rent out brainpower, deliver 'wellness' and be rewarded with revenues at an astounding 40 basis points higher

The CEO projects his Chicago outsourcer will pump out 10 million advisor action-items to 106,000 advisors, and it just hired a bevy of new executives to become more of a data company in the next five years.

May 27, 2021 at 9:30 PM

Jud Bergman: We expect ... flat top line revenue for a period of one to as long as three years.

With Anil Arora gone, Jud Bergman comes clean with Wall Street about the need for cleaner, more API-friendly Yodlee data -- causing investors to pare Envestnet shares by 6%

The 19-year chief of the data aggregator left behind Yodlee accuracy and API access issues, but ex-Tamarac chief Stuart DePina can get it on 'the longer road to get to the ultimate destination' by making Yodlee accurate, accessible, useful and profitable

May 21, 2019 at 8:06 PM

Bill Crager tightens his grip on power with promotion to CEO of Tamarac-holding unit.

Jud Bergman remakes Envestnet into two units and Bill Crager and Stuart DePina will head them as Anil Arora exits

Anora came three years ago in Yodlee deal and DePina came seven years ago with Tamarac purchase; Crager now oversees all advisors, including RIAs

January 10, 2019 at 11:11 PM

David Welling: eMoney has undergone a transformation from planning to a platform. We want Black Diamond to be your platform.

Black Diamond partners with MoneyGuidePro to create a turnkey product

David Welling also adds Salesforce, Redtail and Junxure to a bundle that mimics Tamarac and Orion in creating foolproof integration

June 15, 2015 at 3:30 PM

Oleg Tishkevich will join Envestnet as financial planning chief.

Envestnet acquires Finance Logix on heels of Upside

The Chicago outsourcing behemoth seeks to unify investment planning and financial planning

May 6, 2015 at 9:57 PM

Stuart DePina: It's not an inexpensive proposition.

Harold Evensky drops Schwab PortfolioCenter for more expensive Tamarac

The principal of Evensky & Katz / Foldes liked that he got more technology without losing Schwab at the core

December 22, 2014 at 4:38 PM

Stuart DePina of Tamarac is Envestnet's RIA connection

Observations on the Envestnet Advisor Summit from the carsick seat of a Chicago taxi cab

Brian Hamburger relayed his thoughts on 36 hours at Jud Bergman's 'house' on the way to the airport

May 16, 2014 at 9:05 PM

Stuart DePina: It does close the gap with Salesforce.

Tamarac doubles down on Microsoft to be more like Salesforce

Stuart DePina has beyond-skin-deep reason for liking Microsoft Dynamics but Salesforce has prettier-girl attributes

April 28, 2014 at 5:59 PM

Stuart DePina: It's not as streamlined when you're using two systems.

Envestnet increasingly cuts Schwab out of its RIA software mix and 39 RIAs are leading the way

As new owner of Tamarac, the Chicago outsourcer has its own portfolio accounting, not Schwab PortfolioCenter, as the guts of its mini-ecosystem for the first time

December 11, 2013 at 6:41 PM

Stuart DePina: They wanted to find a reach into the RIA channel and they placed their bet on Tamarac to make that happen.

Envestnet struts upmarket stuff by signing a $1.5-billion, a $3.3-billion, a $2.3-billion and a $4-billion RIA to big technology deals

Post-Tamarac acquisition and bolstering, the Chicago-based king of SMAs to IBDs poached accounts from the likes of The Colony Group, Henssler Financial, Laird Norton, RegentAtlantic from legacy RIA providers

November 25, 2013 at 9:13 PM

David Welling: We call these 'boomerang' folks. These people make a move as soon as they can get out of their existing contract.

Black Diamond divulges 'unbelievable' data about how Advent is doing, two years after its $73-million buy

The growth at the Jacksonville, Fla.-based RIA unit is pretty stunning, but competitors say that Axys users are still ripe for the picking

June 26, 2013 at 5:12 AM

Ted Bloomberg: $7.4 billion is not the finish line.

The Mutual Fund Store makes big moves: storming Manhattan, going big on Tamarac and quadrupling its disc jockey force

With John Bunch in charge and Warburg Pincus capital in the tank, the $7.4 billion RIA is making an honest effort at creating a national mass-affluent firm

February 19, 2013 at 5:13 PM

All roads led to Silicon Valley as technology firms serving the financial advisory industry found their groove.

Top 12 crucial technology happenings affecting RIAs in 2012, Part 2

Silicon Valley woke up to the potential RIA business, a phenomenon perhaps best embodied by the meteoric rise of one youth-fueled venture -- and our No. 1 pick on this list

January 22, 2013 at 4:15 AM

Stuart DePina: If business hadn't exploded in the past six months, we would have taken on all comers [in-house].

Tamarac picks second Microsoft partner to handle spike in demand from big RIAs

Stuart DePina wants Salentica's sheer personpower to avoid getting flooded by his own pipeline

December 21, 2012 at 4:06 PM

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