Articles tagged "John Rourke"

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Greg Friedman pockets maybe $20 million, subtracts one full-time CEO job and goes all in on Private Ocean

WisdomTree pledges $30 million of cash and 56 year-old seller will pour his energies into building $1.2-billion RIA with new roll-up strategy

January 2, 2018 — 10:28 PM UTC

VCs back Wealthbox with another $6 million as improbable play to upend CRM giants like Salesforce, Microsoft and Redtail by 'Facebooking' its look and shanghai-ing data from LinkedIn

CEO John Rourke recognizes that CRM and social media are birds of a feather and he is starting to make his startup fly with the power and simplicity of the Silicon Valley giants

February 13, 2017 — 8:22 PM UTC

VC-backed RIA CRM firm bursts onto the T3 scene looking to knock off Redtail, Salesforce etc.

Gotham Tech Labs seeks to blur the line between CRM and social media -- for a bargain

February 12, 2014 — 7:25 AM UTC

The 2013 MarketCounsel Summit is heavy on future shock

A Cassandra-like Steve Lockshin lead the gloomsters, Team Tech protested that the future is bright and Frank & Dodd laid an egg

December 16, 2013 — 7:44 AM UTC
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