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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