Articles tagged "Hussain Zaidi"
Headline
Publish date
Advizr founder Hussain Zaidi parts ways with Orion but mission accomplished: Orion's AUA leapt 50% in his 19 months
MoneyGuidePro and eMoney still dominate, but RIAs and IBDs in droves are willing to choose Orion's planning on the terms offered -- zero license fees.
January 9, 2021 at 2:06 AM
Eric Clarke pays about $50 million for 'monopoly piece' Advizr as Orion sheds some of its 'API utopia' image to shred mega-competitors
The Orion CEO gets Hussain Zaidi's very Silicon Alley firm as key ally; Clarke says Personal Capital, Vanguard and Schwab threaten his RIA clients' futures, as a result new planning software will future-proof their practices -- and his
July 12, 2019 at 1:42 AM
Why exactly Northwestern Mutual bought a digital darling for $250 million, shut it down, orphaned its customers and declared progress
When the Milwaukee-based mega-insurer relaunches in six months, the one aspect certainly subtracted from the mix will be the cash-draining 8,000 mass market customers
May 9, 2018 at 9:23 PM
Advizr gets Series A $7-million investment in bid to create software with best of eMoney, MoneyGuidePro and Mint.com rolled into one
Franklin Templeton, SEI and Fenway Summer place $7-million wager on Hussain Zaidi, a former Ameriprise broker who cites his 'unfair advantage' in starting from scratch against a software category that got going decades ago
