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Updated by J-P De Clerck on Jan 03, 2017
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Fintech: robo-advisers and automated financial advice tools

This list offers a non-exhaustive overview of robo-advisory fintechs. Feel free to add more players. In many cases adding a site will show a screenshot of the site. If this is not the case you can leave images out or add one yourself. This list is in no way an endorsement nor complete. It aims to educate by offering readers of i-SCOOP a look at this category of fintech players. More on http://www.i-scoop.eu/fintech/

Source: http://www.i-scoop.eu/fintech/artificial-intelligence-big-data-manage-wealth-robo-advisers-evolution/

1

Acorns

Sep 09, 2016 - acorns.com - 174
Fintech: robo-advisers and automated financial advice tools | Acorns

Acorns automatically invests your spare change. Our mobile-first investment platform enables commission free investing, portfolio management with automatic rebalancing and dividend reinvestment, and real-time account monitoring.

Sep 09, 2016 - adviseonly.com - 171
Fintech: robo-advisers and automated financial advice tools | Adviseonly

We help you decide how to invest your savings. In Advise Only you will find the expertise of finance professionals and many other savers like you.

Sep 09, 2016 - assetbuilder.com - 166
Fintech: robo-advisers and automated financial advice tools | AssetBuilder

Don’t expect different results with the same old methods. Your registered investment advisor can’t just be better than the others - he must be different. With a focus on reality-tested methods, low costs, and over-the-top discipline, AssetBuilder offers that difference.

Sep 09, 2016 - betterment.com - 188
Fintech: robo-advisers and automated financial advice tools | Betterment

Betterment is the smarter automated investing service that provides optimized investment returns for individual, IRA, Roth IRA & rollover 401(k) accounts

5

Blooom

Sep 09, 2016 - blooom.com - 191
Fintech: robo-advisers and automated financial advice tools | Blooom

Paying hidden fees or losing money in your 401k or 403b? Blooom is one of the fastest growing online registered investment advisors (RIA) that works as a fiduciary in your best interest. Take control of your retirement future, try a free 5-minute analysis of your retirement account and see how you can earn 2x as much with professional help! Fix your 401k and keep it fixed.

Sep 09, 2016 - flexscore.com - 137
Fintech: robo-advisers and automated financial advice tools | FlexScore

FlexScore gives you total financial clarity wrapped up in a single score. It's fast, free, and even a little fun.

Sep 09, 2016 - iquantifi.com - 183
Fintech: robo-advisers and automated financial advice tools | iQuantifi

A RoboPlanner™ for financial institutions to provide all customers with automated and comprehensive financial planning and investment advice.

Sep 09, 2016 - jemstep.com - 141
Fintech: robo-advisers and automated financial advice tools | Jemstep

Jemstep is transforming the way investment advisors run their businesses by providing the best of digital advice technology for client engagement, onboarding and service delivery.

Sep 09, 2016 - nestwealth.com - 153
Fintech: robo-advisers and automated financial advice tools | NestWealth

Traditional and hard to understand investment fees could be costing you up to 30% of your potential wealth.

Sep 12, 2016 by Krysten Merriman - modernadvisor.ca - 176
Fintech: robo-advisers and automated financial advice tools | Online Financial Advisor | ModernAdvisor

ModernAdvisor is an online financial advisor. We manage personalized investment portfolios inside RRSP, TFSA, or taxable accounts for a remarkably low fee.

Sep 09, 2016 - personalcapital.com - 160
Fintech: robo-advisers and automated financial advice tools | Personal Capital

Take control of your money now with Personal Capital. Manage assets and investments, get objective advice and strategies, all at PersonalCapital.com.

Sep 29, 2016 by Responsive Capital Capital Management - responsive.ai - 154
Fintech: robo-advisers and automated financial advice tools | Responsive - AI-Driven Online Wealth Management

Responsive is an AI-driven online wealth management service that adapts your portfolio according to global economic changes in the market. Responsive brings active institutional grade technologies and methodologies directly to the everyday investors at half the traditional costs of mutual funds or active wealth managers. Currently a licensed Portfolio Manager in Canada.

Sep 09, 2016 - intelligent.schwab.com - 168
Fintech: robo-advisers and automated financial advice tools | Schwab Intelligent Portfolios.

Schwab Intelligent Portfolios™ - an automated investment advisory service with no advisory fees, no account service fees, and no commissions charged.

14

SigFig

Sep 09, 2016 - sigfig.com - 140
Fintech: robo-advisers and automated financial advice tools | SigFig

The easiest way to manage & improve your investments

15

Swanest

Oct 12, 2016 by ajara_13 - swanest.com - 196
Fintech: robo-advisers and automated financial advice tools | Swanest

Swanest is an online investment assistant using automation & algorithms to help self-directed individuals in building and managing personalised investment portfolios.

Sep 09, 2016 - en.swissquote.com - 169
Fintech: robo-advisers and automated financial advice tools | Swissquote ePrivateBanking

Who better to manage your assets than yourself? Discover ePrivate Banking, the Robo-Advisor of Swissquote. Try our electronic asset manager now!

Sep 09, 2016 - truewealth.ch - 153
Fintech: robo-advisers and automated financial advice tools | True Wealth

True Wealth, Swiss Online Wealth Management. Intuitive, transparent, cost efficient: Invest with ETFs.

Sep 09, 2016 - wealthbar.com - 138
Fintech: robo-advisers and automated financial advice tools | WealthBar

WealthBar is online investing made easy. Get real financial advice at a fraction of the cost.

Sep 09, 2016 - wealthfront.com - 148
Fintech: robo-advisers and automated financial advice tools | Wealthfront

Wealthfront manages your investments for you online. We personalize, diversify, rebalance low-fee Individual, IRA, Roth IRA & 401(k) rollover accounts.

Sep 09, 2016 - wealthify.com - 162
Fintech: robo-advisers and automated financial advice tools | Wealthify

Wealthify is an online investment service which lets you build personal investment plans and then manages them for you. Start investing from £250

Sep 09, 2016 - wealthsimple.com - 158
Fintech: robo-advisers and automated financial advice tools | Wealthsimple

The smart and simple way to invest in Future You. We use a Nobel Prize-winning approach to build you a diversified portfolio of low-fee funds in minutes.

22

Wela

Sep 09, 2016 - getwela.com - 173
Fintech: robo-advisers and automated financial advice tools | Wela

Trusted by over 11,000 for daily financial tracking, budgeting, saving needs.

Sep 09, 2016 - wisebanyan.com - 192
Fintech: robo-advisers and automated financial advice tools | WiseBanyan

WiseBanyan builds and manages your investment plans for free. There's no minimum to become a client, so you can start achieving your financial goals today.