Grab a cup of tea and join us as we rank what’s overrated and what’s underrated in the world of wealth management.
· Vise sees exec exodus after AUM doesn’t materialize
· Onramp is asking investors for $5m
· FeeX raises $80m and rebrands to Pontera
· Envestnet is up for sale, again
· Conference diversity startup, Choir, gains traction
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
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