September 27, 2022 In the last 20-years, robo-advisors have seen steady growth and many have reached significant scale. By using algorithms to build diversified portfolios based on investor goals and periodically rebalancing in a cost-effective and tax-efficient fashion, wealth management entrepreneurs have been able to serve a larger swath of the investing public. Some incumbent firms — notably, Schwab and Vanguard — responded admirably to the challenges and leveraged their resources and installed bases of clients to build their own …
Category: Wealth Management
The shift from defined benefit to defined contribution plans left individuals responsible for their own retirement savings with serious consequences for retirement security. Risks that were formerly managed by sophisticated actuaries and professional portfolio managers — …
One of the toughest things for any B2C FinTech startup is finding cost-effective client acquisition strategies that scale. At European robo-advisor Scalable Capital, that challenge falls to Ella Rabener, co-founder and CMO. This is the second …
Founded in December of 2014, Scalable Capital is a European online investment manager with 40 employees and offices in Munich and London. It has raised more than $12 million in two rounds, the most recent of …
Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for private bankers and wealth managers. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as …
Based in Toronto, Wealthsimple is intent on bringing low-cost, technology-driven investment strategies and personalized service to every Canadian. Wealthsimple, like most robo-advisors, creates diversified portfolios utilizing low-cost ETFs – no stock picking and no market timing. …
Few FinTech founders will name-drop Marx, Sartre, Keynes, Plato and Piketty in a single blog post. Mathieu Hamel, co-founder and CEO of Marie Quantier, is one of them. Hamel is on a mission to disrupt the …
Personal Capital is in the vanguard of a new wave of startups seeking to disrupt the $10T wealth management industry. Others in this space include Betterment, FutureAdvisor, Jemstep, LearnVest, SigFig and Wealthfront. Each is leveraging technology …
Efforts to bring low-cost, unbiased investment advice to the masses are nothing new. You could date those efforts to the birth of the U.S. mutual fund industry early in the last century. The wealthy could afford …