resources | Top 12: robo-advisor products in the fin-tech landscape

Popular smart software to manage your investment portfolio.
January 20, 2019


— about the list —

Mid-way between hiring a financial advisor and do-it-yourself investing are robo-advisors. These user-friendly, automatic investing services are trendy, efficient, and easy-to-use. They provide digital financial advice for investing. A robo-advisor monitors + automatically re-balances your investments to help keep your portfolio on track. You can track your progress on the web or with a smart-phone app.

Here’s a list of some best-known robo-advisors in the fin-tech landscape to fit your needs. Although robo-advisors were basically non-existent 5 years ago, today they’re gaining fast in popularity — and expected to keep growing.

So robo-advisors are automated investment portfolios that use computer software algorithms to consider your unique goals + requirements in the context of outside factors — and then automatically adjust your portfolio to help you earn.


— assets under robo-management —

from: Statista co. | the Digital Market Outlook

year: 2016 — $ 126.5 billion
year: 2018 — $ 401.9 billion
year: 2021 — $ 1,152 billion • predicted


— expert quote —

“We believe robo-advice capabilities will make profound + permanent changes in the way financial advice is delivered. As a benefit, robo-advisors cost an estimated 70 % less in fees + commissions compared to traditional advisors.

Also robo-advice streamlines the account opening process, and its ability to transfer assets is increasing. All in all: robo-advisory represents a useful basket of services at an attractive price, but it won’t yet meet the needs of investors with moderately complex financial lives.”

from: Accenture co.


list | fin-tech investment products + services
the Top 12 robo-advisors.


no. 1
brand Betterment
deck The smart, modern, better way to invest: with our online investment advisor.
on the web visit
watch welcome video
watch YouTube channel

no. 2
brand Acorns
deck Grow your oak with automated saving + investing.
on the web visit
watch welcome video
watch YouTube channel

no. 3
brand SoFi
deck Digital investing meet human advising: a finance company that can help you get ahead.
on the web visit
watch
welcome video
watch YouTube channel

no. 4
brand WealthSimple
deck Investing on auto-pilot: professional investing made simple + affordable with smart tech.
on the web visit
watch
welcome video
watch YouTube channel

no. 5
brand RobinHood
deck Invest for free.
on the web visit
watch welcome video
watch YouTube channel

no. 6
brand Blooom
deck Smart + Simple: 401k optimization for everyone.
on the web visit
watch video
watch YouTube channel

no. 7
brand Worthy
deck We help you save + grow your money: in a way that better aligns with your values and lifestyle.
on the web visit
watch welcome video
watch YouTube channel

no. 8
brand Personal Capital
deck Our financial tools take the guess-work out of today: so you can plan for tomorrow.
on the web visit
watch welcome video
watch YouTube channel

no. 9
brand ElleVest
deck We’re re-defining investing for women: based on realistic forecasts and your goals.
on the web visit
watch welcome video
watch YouTube channel

no. 10
brand WiseBanyan
deck Smart, Sustainable, Free: a scalable platform that’s open to everyone.
on the web visit
watch welcome video
watch YouTube channel

no. 11
brand Stash
deck Investing simplified. Start with just $5 and learn as you go.
on the web visit
watch welcome video
watch YouTube channel

no. 12
brand WealthFront
deck Meet your financial co-pilot: we’ll build a free plan for the life you want + automate your investments a low cost.
on the web visit
watch welcome video
watch YouTube channel

on the web | reading

the Balance • by DotDash | Best Robo-Advisors: to use in 2019
deck: Investing has never been more simplified.

LendEdu | Best Robo-Advisors: in 2019
deck: With automated features, robo-advisors combine tech with traditional investing concepts.
deck: Compare some of the best robo-advisors available.



— notes —

* TD AmeriTrade = Toronto Dominion Bank AmeriTrade


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story title: resources | Top 12: robo-advisor products in the fin-tech landscape
deck: Popular smart software to manage your investment portfolio.
year: 2019
section: blog

[ end of file ]