• Thumbnail for Robo-advisor
    Robo-advisors or robo-advisers are financial advisers that provide personalized financial advice and investment management online with moderate to minimal...
    16 KB (1,494 words) - 07:19, 15 June 2025
  • Thumbnail for Charles Schwab Corporation
    its charges for failing to disclose fund allocations and fees for its robo-advisor clients. It was determined that between March 2015 to November 2018,...
    28 KB (2,569 words) - 22:32, 29 May 2025
  • Wealthsimple (category Robo-advisors)
    Wealthsimple for Advisors and also for firms via Wealthsimple for Work, Wealthsimple combines a robo-advisor platform with access to live advisors. Each client...
    29 KB (2,245 words) - 23:34, 11 June 2025
  • Betterment (company) (category Robo-advisors)
    platform for advisors, and a 401(k) product for businesses. The company's personalized financial advice uses principles-based robo-advisor technologies...
    23 KB (1,982 words) - 06:42, 10 May 2025
  • Thumbnail for Financial technology
    mobile banking, online lending platforms, digital payment systems, robo-advisors, and blockchain-based applications such as cryptocurrencies. Financial...
    37 KB (3,775 words) - 14:00, 19 June 2025
  • Wahed (company) (category Financial advisors)
    (6 June 2017). "Robo-adviser Wahed targets Muslim investors in U.S. and beyond". Reuters. JD Alois (6 June 2017). "New Robo-Advisor Provides Access to...
    11 KB (889 words) - 07:40, 24 January 2025
  • Thumbnail for Wealthfront
    Wealthfront (category Robo-advisors)
    The funding round brought the firm's total funding to $65.5 million. Robo-advisor Leena Rao (2014-01-13). "Automated Investment Services Company Wealthfront...
    13 KB (1,099 words) - 06:24, 20 March 2025
  • Ellevest (category Robo-advisors)
    Ellevest is a robo-advisor investment platform and financial literacy program primarily for women. It was cofounded by Sallie Krawcheck and Charlie Kroll...
    4 KB (376 words) - 21:09, 27 February 2025
  • Thumbnail for Questrade
    Questrade (category Robo-advisors)
    Too". Questrade. 2021-02-05. Retrieved 2021-02-05. "Questrade's new robo-advisor service showcases rock-bottom fees". MoneySense. November 3, 2018. "Questrade...
    4 KB (181 words) - 18:03, 28 May 2025
  • 2019, the site announced the winners of its inaugural online broker and robo-advisor awards. In 2020, editor-in-chief Silver described Investopedia's goal...
    12 KB (866 words) - 03:33, 22 January 2025
  • Thumbnail for Maggie Siff
    Percent More Humid (2017). She is the television spokesperson for the robo-advisor service Betterment. Siff is an alumna of The Bronx High School of Science...
    11 KB (804 words) - 04:00, 31 March 2025
  • Thumbnail for Financial adviser
    registered investment advisor (2013) regulations.[clarification needed] Collective investment schemes Socially responsible investing Robo-advisor Egan, Mark; Matvos...
    30 KB (3,363 words) - 03:54, 9 June 2025
  • MoneyFarm (category Robo-advisors)
    Moneyfarm (MFM Investment Ltd.) is an online investment advisor or robo-adviser. It is one of the largest digital wealth management companies in Europe...
    5 KB (285 words) - 10:47, 8 June 2025
  • acorn, the nut of the oak tree Acorns (company), a micro-investing and robo-advisor financial company Acorns (suit), one of the four suits in German pattern...
    498 bytes (97 words) - 22:39, 9 December 2024
  • and themed equity baskets. Raiz positions itself as a low-cost digital robo-advisor and wealth-management provider, extending its offering to superannuation...
    9 KB (774 words) - 00:58, 30 May 2025
  • Acorns (company) (category Robo-advisors)
    assets-under-management (A.U.M.) fee of 7.20%. As is the case with most robo-advisor investment platforms, Acorns portfolios are composed of third-party passively-managed...
    11 KB (1,057 words) - 06:01, 9 March 2025
  • Thumbnail for Wealth management
    world as of 2018 are as follows: Multi-family office Private banking Robo-advisor Shiffer-Sebba, Doron (2025). "Keeping the Family Fortune: How Bureaucratic...
    13 KB (1,299 words) - 14:56, 26 May 2025
  • service offered by Canada’s Bank of Montreal. Broadly referred to as a robo-advisor, the service allows investors to answer a series of questions online...
    5 KB (470 words) - 20:00, 8 June 2025
  • SigFig (company) (category Robo-advisors)
    top-performing robo-advisor for 2016-2020 investment returns by Backend Benchmarking. "Wells Fargo Partners With SigFig to Develop Robo Advisor". Wealth Management...
    6 KB (473 words) - 06:39, 3 March 2025
  • Nutmeg (company) (category Robo-advisors)
    Nutmeg is an online discretionary investment management company or robo-adviser based in London. The company was founded in April 2011 and is registered...
    6 KB (462 words) - 10:29, 8 June 2025
  • Thumbnail for Alternative investment
    Investor profile Market risk Passive management Portfolio optimization Robo-advisor Saving Savings account Speculation Stock Stockbroker Target date fund...
    20 KB (2,034 words) - 10:15, 21 May 2025
  • Thumbnail for Annuity
    Investor profile Market risk Passive management Portfolio optimization Robo-advisor Saving Savings account Speculation Stock Stockbroker Target date fund...
    15 KB (2,515 words) - 02:54, 14 April 2025
  • retail advisor market and relies on strong relationships with investment advisors to sell the products to the clients. It does not offer Robo-advisor services...
    9 KB (920 words) - 00:36, 25 April 2025
  • Thumbnail for Amortization calculator
    Investor profile Market risk Passive management Portfolio optimization Robo-advisor Saving Savings account Speculation Stock Stockbroker Target date fund...
    6 KB (1,150 words) - 02:54, 14 April 2025
  • referred to as a "robo-advisor"; a 401(k) platform called Betterment for Business, and a digital advisory platform called Betterment for Advisors.[citation needed]...
    6 KB (398 words) - 05:32, 11 November 2022
  • Shin Getter Robo vs Neo Getter Robo (真ゲッターロボ対ネオゲッターロボ, Shin Gettā Robo tai Neo Gettā Robo) is an anime OVA series based on the works of Go Nagai and Ken...
    18 KB (2,752 words) - 21:57, 9 September 2024
  • Thumbnail for Wage
    Investor profile Market risk Passive management Portfolio optimization Robo-advisor Saving Savings account Speculation Stock Stockbroker Target date fund...
    16 KB (1,729 words) - 07:05, 30 May 2025
  • Thumbnail for Personal budget
    Investor profile Market risk Passive management Portfolio optimization Robo-advisor Saving Savings account Speculation Stock Stockbroker Target date fund...
    6 KB (728 words) - 23:45, 12 April 2025
  • "Hedgeable Closes Active Robo-Advisor - Alternatives Exist". Robo-Advisor Pros. Retrieved 2019-08-12. "Robo advice pioneer gets out of robo advice". Financial...
    7 KB (602 words) - 19:31, 15 March 2025
  • Thumbnail for Employee benefits
    Investor profile Market risk Passive management Portfolio optimization Robo-advisor Saving Savings account Speculation Stock Stockbroker Target date fund...
    20 KB (2,317 words) - 01:07, 22 February 2025