114 companies found
Betterment

Betterment

Betterment is an online investment company which allows users to select how much they want to invest in stock and bond ETFs. It also provides a facility to open an account without paying any deposit and charges a management fee of 0.15%–0.35% based on the account balance. Its automated platform eliminates the typical complexities & time taken by a traditional investment account and also offers a B2B2C platform for RIAs as well as a 401(K) investment. Recently, Betterment was named in the 2019 Forbes FinTech 50 startups list.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

Cashboard

Cashboard

Cashboard is a technology and web platform that enables private investors to invest in a personal tailored and diversified portfolio. It integrates modern asset classes such as crowdinvesting, P2P lending, and social trading with settled investments such as stocks, funds, and ETF into one platform.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS, INVESTMENT PLATFORMS

MarketRiders, Inc.

MarketRiders, Inc. (Acquired/Merged)

MarketRiders is web-based investment management software that offers users to build, manage and rebalance their portfolios by utilizing the underlying concept of low cost index funds and ETFs.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

Motif

Motif

Motif is an investment platform that allows individuals and investment advisors to invest in stock and bond portfolios. It takes complex, expensive, and opaque financial products and converts them into intuitive, low-cost, transparent, convenient, customizable, values-based investments for users.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

Nutmeg

Nutmeg

Nutmeg is online investment management service platform.It builds and manages the portfolio of its clients. The company assists is clients in taking various investment decisions that are related to equities, corporate bonds, gilts, and gold. Nutmeg Saving and Investment Limited was formerly known as Hungry Finance Limited and changed its name to Nutmeg Saving and Investment Limited in May 2012.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

SigFig

SigFig

SigFig provides an easy way to manage your money—simply connect your accounts and they will tailor a portfolio based on your goals. It delivers reports and guidance to more than 800,000 investors, tracking over $350 billion.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

Symfonie Capital

Symfonie Capital

Symfonie Capital, LLC provides investment advisory services. The Company offers financial planning, consulting, and investment management services.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

Wealthfront

Wealthfront

Wealthfront provides automated investment management platform that allows investors to create and manages personalized, globally diversified investment portfolios at a lower cost. Users can create an account with the minimum investment of $500. It offers low-cost ETFs which are used to represent each asset class. Stock allocations include US, foreign and emerging markets. Likewise, bond allocations include municipal, corporate and emerging markets.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

WealthBar

WealthBar

WealthBar is a full-service online financial advisor using technology to make financial planning and investing more efficient and convenient.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

Vaamo Finanz AG

Vaamo Finanz AG

Vaamo is dedicated to providing private individuals an access to capital markets in order to enable everyone to invest their money. In order to make investing accessible to everyone focus on personal financial goals such as an early retirement or the education of children, the company provides customers with relevant guidance and advice.

Product services: WEALTHTECH (RETAIL), INVESTMENT PLATFORMS, ROBO ADVISORS

Jemstep

Jemstep

Jemstep, acquired by Invesco in Jan 2016, is an online investment advisor that helps people invest for retirement by making recommendations across all their accounts, including 401(k) and other employer-sponsored plans. The company advisor platform, Jemstep Advisor Pro, helps investment advisors scale their businesses through harnessing the practices of robo-technology for client engagement, onboarding, and servicing.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

easyfolio

easyfolio

easyfolio is a way to invest in broadly diversified portolios. easyfolio offers three investment strategies - easyfolio 30, easyfolio 50 and easyfolio70. All strategies invest with different weights - according to consumer personal risk assessment - in a basket of stocks and bonds, which reflects the global economy.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

Wealthsimple

Wealthsimple

Wealthsimple is a financial robo-adviser. The company handles portfolio management and investment decisions, and automates all of the back office to deliver investment advice. The minimum investment is $5000 to open an account.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

Hedgeable

Hedgeable

Hedgeable is a web/mobile based private wealth management platform that allows investors to create an account with a minimum investment as little as $1 in 1 min. The platform leverages artificial intelligence and automated technology to provide customized and tax-efficient portfolios. Users can easily open a new account or transfer an existing account. Hedgeable accepts retirement accounts, taxable accounts, small business accounts, and many more. It has launched Hedgeable AI Lab that builds artificial intelligence applications in the fields of machine learning, natural language processing, deep learning, and data science for Hedgeable and partner financial institutions around the globe.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS, ARTIFICIAL INTELLIGENCE/MACHINE LEARNING, CRYPTOCURRENCY

Surance

Surance

Surrance is an online personal financial investment platform. The company provides a platform which allows users to create their own, personalized savings plans and achieve their financial goals by investing in different asset classes.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

8 Securities

8 Securities

8 Securities is an online/mobile stock trading firm that provides intelligent portfolio management platform for retail investors in Asia. The company offers Chloe app that helps investors to set up savings goals with an affordable and personalized investment plan to achieve them. It also offers the robo-advisor platform to banks and assets managers to extend its service to their customers. The minimum investment is HK $1,000 and cahrges no fees for accounts under HK$ 8,888.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS, ARTIFICIAL INTELLIGENCE/MACHINE LEARNING

FutureAdvisor

FutureAdvisor

FutureAdvisor was acquired by BlackRock. Founded in 2010, FutureAdvisor believes financial advice should be accessible to everyone, not just the wealthy. Built on research-backed algorithms, FutureAdvisor’s free web service gives everyday investors personalized recommendations to reduce fees, maximize tax efficiency, and select the right assets in their portfolios.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

Personal Capital

Personal Capital

Personal Capital is an online financial advisor and personal wealth management company which provides tools that give advice on users' finances from registered financial planners. Its free apps are available for iPhone, iPad, and Android. Recently, Personal Capital was selected for the 2019 Forbes FinTech 50 startups list.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

Selfwealth

Selfwealth

SelfWealth is an online tool for self-directed Investors. It enables individuals to compare themselves to their peers, professionals and the market, to rank their portfolio with a safety ranking and use that knowledge to improve their portfolio performance.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

Fincast

Fincast

Fincast is an Australian owned financial services company that specialises in creating enterprise applications to empower fund managers, financial advisers and wealth management groups with low-cost portfolio management and advice solutions. Their SaaS applications enable clients to offer services to investors to help them manage their own investment portfolios - creating customised solutions that match the user's unique objectives. Part of OCBC Open Vault accelerator 2016.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS, OTHER INVESTMENTS PLATFORM