Ryan Smith, Ryan Sweeney and Halo invested at a valuation 560% more than Savvy's B round 15 months ago, enticed by some wins, an artificial intelligence tailwind and the former LPL CEO on speed-dial.
The $780-billion RIA owner says eye-popping side deals like $4.3-trillion RVK add to the core 'Creative Planning' strategy -- ...
The Westlake, Texas, broker/custodian is 'the gorilla' with 'first crack' at new AI system, and will have the category-killing, API-supreme-equivalent that RIAs will be compelled to adopt -- or else, ...
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