About SigFig Sigfig.com is a unique personal robo-advisory service that provides automated portfolio management functions with a holistic approach that provides both algorithmic and human advice and insights. Sigfig functions as an add-on interface that can link to...
About Ellevest Ellevest is an automated investment platform designed by women, for women. The platform was founded in 2014 by CEO Sallie Krawcheck, previously the manager of Merrill Edge’s Wealth Management division. Five years later, Ellevest boasts more than $100...
About Blooom Blooom is a robo-advisor that specializes in automated 401K and employee-sponsored retirement account (ESRA) investment management. While most robo-advisors accept IRA retirement accounts, Blooom takes it to the next level with ESRAs which include 401K,...
About WiseBanyan WiseBanyan is a robo-investing platform that sets itself apart by offering basic investment and portfolio management functions for free. The service launched in 2014 under CEO Herbert Moore and has since attracted more than 25,000 users with $170...
About SoFi Invest SoFi Invest is an online broker offering zero-commission trading along with robo-advisory features. Active trading and automated investing are the two types of trading they accommodate trying to appeal to both traders and investors with fractional...
About Personal Capital PersonalCapital.com is combination robo-advisory and live human wealth management firm that integrates investment management and personal finance tools onto a single intuitive platform. It enables users to link all their financial accounts to...
About Motif Investing Motif is an investing platform that straddles the line between robo-advisor and full-fledged brokerage, offering a huge range of options for investors. Unlike most other robo-advisors, Motif doesn’t fit your investments into a pre-defined box....
About Wealthsimple Wealthsimple is a robo-advisory and platform based out of Canada servicing clients in Canada, U.S. and U.K. The platform offers many features commonly found with more popular services including automated portfolio management, rebalancing and...
About Acorns App Acorns is a micro-investing platform that specializes in gathering and investing your spare change automatically from everyday credit and debit card purchases. Like the proverbial squirrel diligently stockpiling away little acorns, the app enables...
About Betterment Betterment.com is an automated investment management application, robo-advisor, that performs many of the functions of a financial advisor including portfolio construction and management at a fraction of the costs. It’s credited for spawning the...
