TAMP

Advisor Upside

Goldman Sachs to Invest $42.5M in TAMP GeoWealth

Photo via GeoWealth

The majority will provide liquidity to early shareholders instead of going directly to GeoWealth’s balance sheet.

1 min read

Photo by gorodenkoff via iStock

Advisor Upside

New Lending Platforms Help Advisors Close Competitive Gap With Banks

Flourish CEO Max Lane said his company’s recently launched lending service has saved clients hundreds of dollars per month.

2 min read
Photo via Envestnet

Advisor Upside

Inside Envestnet’s $1B Bet on Growth with CEO Chris Todd

After a take-private deal in 2024, the company recently announced a $1 billion spending spree to supercharge growth.

5 min read

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