In later court filings, Baneux details how he came up with the idea for the platform and how much time he spent developing it. That included seeking advice from, and putting “trust” in, industry participants such as banker DiPisa to help with the venture.Baneux, a former business development director and consultant for wealth manager Certuity, developed the platform from publicly available data and added proprietary overlays to measure things such as RIA growth rates and acquisition desirability. The firm p ...