Category: Profiles
Posted on November 9, 2021
Titan Invest is one of the most unique robo-advice accounts we track at Backend Benchmarking. Titan has over 100mm in its flagship portfolio and it launched in early 2018, making it one of the newest players in the robo-advice industry. Titan’s goal is to make the benefits of a hedge fund accessible to the general public by using modern robo-advisor technology.
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Posted on November 9, 2021
Goldman Sachs launched its Marcus brand in 2016, close to 150 years after the investment bank first opened its doors in 1869. Goldman designed the digital bank for people to “better manage their debt by providing fixed-rate, no-fee personal loans,” according to a statement by Goldman Sachs. The following year, the platform expanded by integrating an online deposit program. This piece is a Marcus Invest robo advisor review, including performance, as of March 2021.
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Posted on November 9, 2021
Vanguard Digital Advisor is the new robo advisor offered by the industry-heavyweight, Vanguard. This service is the new digital-only alternative to Vanguard’s popular hybrid-advisor offering, Vanguard Personal Advisor Services. Vanguard for some time now has been the pioneer of low-cost investing, and now it has its own fully-automated robo advisor.
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Posted on June 9, 2021
- For this edition of the Robo Report, we had an interview with Stash CEO Brandon Krieg
- Counting its users at over 5 million, the Stash platform is resonating with investors.
- Since Stash just released a robo advisor – Smart Portfolios
Posted on April 23, 2021
The California-based robo advisor Wealthfront has been rolling out various components of its grand vision called “Self-Driving Money”. This is a set of features that together creates a seamless flow from paycheck to long-term investing while taking care of everything in between.
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Posted on September 11, 2020
- Schwab recently released Schwab Plan, a financial planning tool available to all clients for free
- The Plan is powered by MoneyGuidePro and has garnered buzz due to its institutional quality and sophistication
- The tool boasts a hypothetical simulations feature, detailed client considerations, and intuitive sliding scales to easily make adjustments
