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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

tax-aware-investing

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Company
Vise learned that wealth is in the details
Fintech · Ai · Enterprise

Vise learned that wealth is in the details

A billion-dollar valuation bought Vise attention. Building around the investments clients already owned gave financial advisors a reason to stay.

wealthtech · investment-managementRead →
Company
Vestmark: The machinery behind a personal portfolio
Fintech · Saas · Enterprise

Vestmark: The machinery behind a personal portfolio

A portfolio can be personal. Running five million of them requires machinery. Vestmark has spent 25 years building the trading, tax and accounting systems that make those two ideas coexist.

wealthtech · portfolio-managementRead →
Company
Envestnet Built the Operating System for Advice. Now It Has to Make the Whole Thing Feel Like One Product.
Fintech · Saas · Enterprise

Envestnet Built the Operating System for Advice. Now It Has to Make the Whole Thing Feel Like One Product.

After 25 years of buying and building the plumbing behind financial advice, Envestnet reaches roughly a third of U.S. advisors. Its new challenge is less about adding another tool and more about making a sprawling suite behave like one coherent machine.

wealthtech · wealth-management-softwareRead →