Bill Crager, welcome to iAltA Holdings founding team! Bill is a seasoned entrepreneur with an impressive track record, co-founder and former CEO of Envestnet, the leading wealth management platform for RIAs. In this new executive leadership role at iAltA, he will be focused on developing products and solutions that deliver intelligent connectivity across the wealth advisory ecosystem. Bill has a deep understanding of how integrated technology can empower advisors and their clients -- which will be incredibly valuable to what we’re building at iAltA. Our co-founders, Scott C. Ganeles, Bill Sherman, and Laurence A. Tosi are very excited to have Bill on board! Read more: https://lnkd.in/eJ-Rp_RZ
Congrats Bill and team
This is great for the entire Industry!
Congrats Bill! Great to see your leadership in the industry. Exciting to see your vision come alive for such an important area. Best in the new chapter.
Bill had been planning this next generation of connectivity for years. I have the bar napkins to prove it! All the best!
Managing Partner at WestCap
1moBill / great to have you on board. As a leading innovator and builder at Envestnet you pioneered RIA technology and founded and ran the most impactful platform in the industry. As private wealth diversifies into better performing alternative assets there is a giant gap between technology capabilities, demand and client/advisor communication that needs to be filled with innovation and new platforms. We are excited to have you join us on this journey to revolutionize private market technology to, finally, level the playing field so advisors can be at their best and their clients can invest with the best - seamlessly. Welcome to the team …. This is going to be a great journey together and we will have some fun breaking stuff along the way! L.T.