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Oisin's Bits: DriveWealth is newest RIA custodian with VC money and an Apex mindset; Vestmark hits $1 trillion and promptly gives RIAs means to crank out push-button hedging across accounts

$33 million in VC funds goes to up-start RIA robo custodian; no sooner does Vestmark hit $1 trillion than it pushes out software to help RIAs do omnibus hedging of positions

Author Oisin Breen October 1, 2018 at 9:53 PM
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Vince Pellegrini: [If] $1 trillion in assets and 3.4 million accounts on an innovative SaaS platform [is legacy] I'm good with that label.

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Mentioned in this article:

Vestmark
Portfolio Management System
Top Executive: Michael Blundin



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