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Articles tagged "Palantir Technologies"


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The Vestorly office in New York needs to be regularly unburdened of pizza boxes.

Did Vestorly just right-place, right-time itself into an advisor content force with Dow Jones deal -- and what seems set to follow?

The New York-based startup is out-Dow Jones-ing Dow Jones at distributing the Wall Street Journal to advisors but very much with its blessing, too

July 21, 2016 at 11:47 PM

Andrei Cherny: I think [UBS execs] really understand that part of the reason Aspiration has seen the type of growth we've seen is because we do things very differently.

Aspiration's jump to $11 million of AUM attracts $15.5 million of VC capital from investors who include Addepar's founder

Other head-scratchers from the LA-based robo include its sweet 1% checking account and its tithing of assets

November 30, 2015 at 11:49 PM

Eric Poirer [r.] with Joe Lonsdale: There are 10 or 20 custodians just for a mid-sized RIA. It's just a giant mess.

Addepar lays out world-fixing vision and rolls out upgrades at swanky The Battery event in San Francisco

RIAs got the '$120-trillion' pitch straight from Joe Lonsdale and Eric Poirer, who say they are unveiling new software that will speak the same language to the Tower of Babel that is the RIA industry

April 23, 2015 at 6:41 PM

Adam Nash [with Andy Rachleff]: Wealthfront automatically ensures that every withdrawal minimizes the taxes owed and keeps your portfolio balanced.

Wealthfront's advice is now an employee benefit for Google employees' non-401(k) savings

Employees at the search giant with less than $100,000 get their balances managed for free -- as do employees of the San Francisco 49ers and Palantir

September 23, 2014 at 2:56 AM

Joe Lonsdale: Wealth management is designed for the 1950s, not this century.

Takeaways from a New York Times article about Addepar

The Mountain View, Calif. start-up kept it close to the vest but revealed who they believe uses big data to good effect

August 8, 2014 at 3:25 AM

Geoffrey Clauss: I'm coming in to help scale this.

Addepar hires an Advent talent to help head sales, an ex-Lehman exec as COO and an ex-Merrill Lynch strategist

Geoffrey Clauss, Eric Poirier and Caroline O'Mahony all took pay cuts to help position the firm to gobble serious RIA market share

May 3, 2013 at 5:11 AM

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