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In bed with giants, T3 software entrepreneurs go to Florida to swear they are still more independent than thou

MoneyGuidePro's Bob Curtis flipped the bird at potential VC cash-bearers as Fidelity-owned eMoney vowed it was still a scrapper

Author Guest Columnist Timothy D. Welsh November 5, 2015 at 7:26 PM
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Bob Curtis: No one is buying us, so you VC people, don't even bother to call.

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Related Moves

November 15, 2023 at 3:24 AM

Riskalyze replaces Lori Hardwick with Laurie Schultz at board chair and publicly tells her -- and the RIA industry -- it's moved the goalposts to a $1-billion valuation

The Auburn, Calif., firm's new chair already took one risk software firm to unicorn status and promises to 'do what it takes.'

November 24, 2021 at 11:12 PM

Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it

The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

February 28, 2020 at 11:09 PM

Lori Hardwick steps down as AI Labs president and steps up as a gunslinging paladin for Riskalyze and other firms in new gig economy consulting role

The co-founder went to the Tiburon CEO Summit in April and came away with four big consulting gigs that morphed into a new career

June 13, 2019 at 2:48 AM

See more related moves

Mentioned in this article:

eMoney Advisor LLC
Financial Planning Software
Top Executive: Edward O’Brien

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

Junxure
CRM Software
Top Executive: Greg Friedman

MoneyGuidePro
Financial Planning Software
Top Executive: Bob Curtis

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Riskalyze
Tech: Other
Top Executive: Aaron Klein



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