RIABiz, a leading industry publication for registered financial advisors, features portfolio company Vestwell and opines on its place in the retirement savings industry.
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Two years after the $199 million FolioDynamix sale, Aaron Schumm jumps back in the B2B RIA game
Schumm points out that he is particularly well placed to know which part of the market is underserved given his former perch at FolioDynamix. “I had the luxury of working with 100,000 advisors and hearing what they needed to help their business. It helped me figure out what needed to be created and allowed me to leverage all the relationships we already had,” he says. See: FolioDynamix president uses conference to KO robos and call them a 'free beta test'
