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Articles tagged "Praveen Ghanta"


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Manish Khatta: If I can roll something out that solves a problem and juices valuations, why wouldn’t I do it?

Manish Khatta joins forces with HiddenLevers co-founder Praveen Ghanta to launch GuardRails, a risk analysis play that rejects raw 'risk numbers' -- a 'game-changer' in the scale-minded RIA space, analyst says

The new Miami, Fla. venture will be the first, but not the last one launched by Potomac Fund Management, which has roughly doubled its managed assets in the last 12 months.

January 26, 2024 at 4:42 PM

Eric Clarke: The next frontier of our industry is to close the behavior gap.

Eric Clarke moves lightning fast to close HiddenLevers deal -- saying its hidden virtues in taming the 'investor problem' make it an ASAP matter

The Orion CEO made the deal in early March and closed today, then laid out a precise 12-month roadmap of integration to close the 'behavor gap.'

April 16, 2021 at 1:28 AM

Eric Clarke: 'This is an edge for us.'

Orion buys HiddenLevers after a long collaboration to get an edge over companies like Envestnet in the hotly competitive risk analysis and analytics business

CEO Eric Clarke was able to convince the Atlanta software company's fiercely independent owners that a partnership bolstered both

March 9, 2021 at 2:01 PM

Zohar Swaine: I think it's the next wave of technologies we will tap.

TD Ameritrade's promise of creating an RIA version of Apple's app store may have found its prototype signing

Bing, bang, boom, HiddenLevers is part of the Veo ecosystem after one developer spent about two weeks writing code

May 11, 2012 at 5:42 AM

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