Investment – Market
Participants receive a portfolio of ETFs (exchange-traded funds) and are given the option of opening taxable investment accounts, IRAs, Roth IRAs, and trusts, all of which the tool will manage for them.
Company charges an interest rate between 0.35 and 0.15 percent
Wealthfront is reimagining how people invest their money. By building an automated investment service from the ground up to put the client first
eToro is the first global market place for people to trade currencies, commodities, indices and CFD stocks online in a simple, transparent and more enjoyable way.
Free stock trading. Stop paying up to $10 for every trade.
Investment – Projects
Orchard is a financial data startup that connects investor clients to roughly 130 lenders in the marketplace. Peer-To-Peer Lending Industry
EquityZen connects shareholders of private companies with investors seeking alternative investments
Funding Circle is the world’s leading marketplace exclusively focused on small businesses, providing a platform where investors can browse businesses that Funding Circle has credit assessed and approved for lending
Investment – Robots
Given that many robo advisory platforms in use or being developed today are targeting millennials, there will likely be a natural progression of demand for more sophisticated robo advisory tools as millennials shift from the High Earning Not Rich Yet (‘HENRY’) classification into High Net Worth Individuals. Some forward-thinking banks, wealth advisors and fintech companies are already considering how this shift will affect the future of financial services so that robo advisory and other services are ready to respond as millennials make their evolving demands known.
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