🎙 Find out the importance of balancing long-term thinking with agility, insight on #wealthmanagement trends, and great #leadership qualities in our latest #RunningThroughWalls episode with Nick Beim and Bill McNabb, former chairman and CEO of @Vanguard. venrock.com/podcasts/be-hu…

🎙Steve Lockshin, founder of 5 successful #WealthManagement companies, most recently @GetVanilla, talks about lessons learned as a serial #entrepreneur and the need for more digestible information in #estate planning with Nick Beim on #RunningThroughWalls. vnrk.co/3XG1ErF

Big news in fintech: Altruist goes self-clearing today, becoming the only full-service custodian built exclusively for RIA's. This is a big swing and an impressive technical achievement by Jason Wenk & team. wealthmanagement.com/technology/now…

More big fintech news: weeks after announcing its own self-clearing platform, @Altruist acquires Shareholders Services Group, giving it a total of 10% market share of RIA firms. Impressive start for a company founded just 4 1/2 yrs ago. Jason Wenk wealthmanagement.com/technology/alt…

Hard to capture Altruist's momentum in a tweet, but in 4.5 years, it's become the 3rd largest RIA custodian, w/organic AUM tripling over past year and rev growing 1700%. New $112m funding will help them accelerate further. Hats off to Jason Wenk & team. wealthmanagement.com/technology/alt…

It’s great to learn from industry legends & even better to team up with them. Couldn't be more excited that Bill McNabb, former CEO of Vanguard, is joining Venrock as an advisor to help build leading fintech co's of tomorrow. Altruist Vanilla investmentnews.com/ex-vanguard-ce…

Fixed income demand has exploded since 2022, creating an opportunity to bring next-gen infrastructure to a mkt that has seen little innovation for 10+ yrs, We’re excited to be investing in Moment to take advantage. Killer team w/huge opportunity. Venrock axios.com/pro/fintech-de…

Exclusive: Venrock ups its fund size for the first time in a decade, raising $650 million for its tenth fund. trib.al/vad0FbW

What’s incredible about AI is the rate of cost reduction and efficiency improvements. You can build things that are cost prohibitive today knowing they’ll become economically viable shortly.

Great to see the blowout progress of @Altruist, the newcomer RIA custodian with cutting-edge tech in an industry dominated by a legacy duopoly. Raised $169m at a $1.5bn valuation, growing revenue 550%. Congrats Jason Wenk & team. bloomberg.com/news/articles/…

Great story about how Jason Wenk founded Altruist and the entrepreneurial lessons he'd learned from his previous companies that shaped his thinking. endeavor.org/stories/the-bi…

Excited to speak with Josh Lipton on Yahoo Finance about the defense technology boom and how emerging technology is changing the character of modern warfare. Venrock #DefenseTech finance.yahoo.com/video/why-futu…

Altruist is now valued at $1.9B as over 4,700 advisors choose a platform built for modern, independent firms. Barron's covers the latest: 🔗 barrons.com/advisor/articl…

Great to see Dataminr weigh in at #7 on the #NatSec100, the top 100 companies driving forward national security. Outstanding work Ted Bailey & team. natsec100.org Venrock

Excited to double down on our investment in Moment, a company rewriting fixed income infrastructure that was founded by the team that built the automated credit desks at Citadel and Jane Street. Off to an exceptional start. linkedin.com/posts/dylan-pa…

First tweet ever. Hopefully the Series C won’t be the second. Moment has raised a $36M Series B led by @indexventures to automate the $150T fixed income market. We're also announcing our partnership with LPL Financial, the largest broker-dealer in the U.S. Our team

Thanks so much for having me, Nick Beim. Glad to have the support of Venrock!

Really fun conversation with Chris Hughes, Jessica Brandt, and Nick Beim on how the U.S. government has shaped markets in the past and present Grateful to Council on Foreign Relations for hosting this thoughtful discussion. Watch here: youtube.com/live/yS6NhPAvp…

FINNY has raised $17M Series A led by Venrock. We're building the organic growth engine for financial advisors - helping them find the right clients at the right time, with the right message. 400+ firms. 50x growth. Just getting started.

Excited to invest in FINNY AI, a "shortcut to the Holy Grail" in wealth management, which has seen explosive growth since launch. Great article by Martina Castellanos Forbes. Eden Ovadia Victoria Toli Venrock forbes.com/sites/martinac…