Biggest fintech innovations for 2019

Envestnet's Bergman: Three industry icons join forces for fintech launch

February 07, 2019 @ 12:00 am

Runtime: 6:24

Jud Bergman of Envesnet has joined forces with Bob Curtis and Edmond Walters to create a new fintech offering with advanced tax, legacy and estate planning capabilities. The answer could be among the most holistic offering the industry has seen.


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