FILED UNDER: FinTech, Marketing, Wealth Management

CMO Interview: Dr. Ella Rabener of Scalable Capital – Part Two

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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 of a two-part interview. … READ MORE

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FILED UNDER: FinTech, Startups, Wealth Management

CMO Interview: Dr. Ella Rabener of Scalable Capital – Part One

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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 which closed in April. … READ MORE

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FILED UNDER: FinTech, Startups, Wealth Management

Founder Interview: Alexandre Gaillard of InvestGlass

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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 the management of relationships … READ MORE

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FILED UNDER: Wealth Management

CEO Interview: Michael Katchen of Wealthsimple Financial

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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.  They do not accept … READ MORE

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FILED UNDER: FinTech, Marketing, Uncategorized, Wealth Management

CMO Interview: Erik Jepson of Personal Capital

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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 to deliver effective, low-cost, … READ MORE

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