Articles tagged "Iconiq"
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Division of $80-billion RIA leads a $169 million round and takes a 10% Altruist stake -- the second in a row with big 'RIA' investors, if not yet their custody assets
Iconiq Growth, a division of RIA Iconiq Capital, will also dedicate a key executive to the Altruist board
May 3, 2024 at 1:33 AM
Iconiq Capital doubles its New York City footprint to reflect spike in hiring and new clients, but AUA has been stuck around $80 billion for past two years
RIA for tech mega wealth, started by Mark Zuckerberg's one-time broker, just added roughly 35,000 square feet to its New York City footprint to accommodate hiring spurt
November 18, 2023 at 5:05 AM
Iconiq Capital is now an $89-billion RIA as it evolves from wealth management to KKR mode -- not without Henry Kravis and 'glaring conflicts'
The San Francisco firm nearly quadrupled in size since June 2020 sources and buys pre-IPO shares, is determined to be a wealth manager to the super-wealthy and compete for A-list PE deals with Blackstone and the like.
March 8, 2022 at 2:39 AM
Addepar finally makes friends with Fidelity and reboots its RIA service, again -- helped by a key ex-Tamarac hire
The $1.3-trillion performance software maker hired Samuel King, former Tamarac service chief and wins -- for keeps -- big RIA users as it puts its science project reputation aside to prosper
April 24, 2019 at 7:44 PM
RIABiz' 10 most-read stories of 2012: What fascinated you and why
Facebook, fallout from DOL's new 401(k) regs and happenings at Advizent, Addepar and Windhaven were reader catalysts
December 26, 2012 at 4:44 PM
Addepar hits $50 billion of assets and turns its eyes to Advent-Black Diamond's plump RIA market
With close to $12 million in revenue, a hotshot tech startup is looking to move into second phase of development: Attracting RIAs despite naysayers
November 26, 2012 at 5:42 PM
Why the San Francisco Bay area is almost certainly the capitol of the RIA business
Companies like Schwab, Advent-Black Diamond and Salesforce are based here for starters -- but big wealth managers and lots of open-minded rich people clinch the matter
July 23, 2012 at 3:31 AM
How the Facebook IPO is creating the mother of all RIAs, Iconiq, and what an in-your-face it is for Wall Street
Breakaway out of Morgan Stanley, Divesh Makan, attracts the Mark Zuckerbergs and Sheryl Sandbergs of the world with his pedigree and presence
