The Evolution of Digital Wealth, Investment and Retirement

Alkanza, a US-Based Robo-Technology Company, Founded in Late 2014

Alkanza was co-founded in August 2014 by Andres Villaquiran and Juan Becerra. Alkanza is an SEC-registered RIA that provides automated digital wealth management via multiple partnerships around the…

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Marie Quantier Founded in Early 2011

Marie Quantier is a French commodity-like robo-advisor. Their advisory solutions rely purely on ETFs but more importantly, Marie Quantier offers three different value-based pricing deals for…

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Wealthsimple’s CEO Says That They Will Likely Raise More Money; Want to IPO in the Future

Wealthsimple, a Canadian online financial services company founded in late 2014, is “probably” raising more money according to CEO and co-founder Michael Katchen. In early October…

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Spanish Openbank Launched Its Whitelabel Robo-Advisor

Banco Santander’s Spanish digital banking subsidiary, Openbank, launched its new automated investment solution in late September 2018. The new bundled service combines micro-investing, goal-based investing and…

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Hedgeable Restructures Its Business; Closes Down Retail Business Arm

In early July 2018, Hedgeable, independent next-gen robo-advisor launched in 2010, announced about its plans to restructure its business. Restructuring, another way of saying that…

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DriveWealth Partners With CreditEase and Alkanza in Mid-/Late-2016

In June 2016 it was announced that DriveWealth, a US-based broker-dealer, will bring robo-advisory solutions to China in partnership with China’s leading wealth and asset management…

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Vestwell, a US-Based RetTech Company, Founded in Late 2016

Launched in late 2016 by Aaron Schumm, US-based Vestwell is full-fiduciary, digital white-label turnkey retirement platform for financial advisors to manage 401(k), 403(b) and other retirement…

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UK-Based Exo Investing Founded in March 2016

Exo Investing is an UK-based wealthtech that uses AI to construct ETF portfolios around investor’s preferences. Exo has been developed in close cooperation with ETS…

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RBC’s US WM Moves Towards Robo-Technology – Partnership With BlackRock

In February 2016, Royal Bank of Canada’s U.S. wealth management operations partners with BlackRock’s FutureAdvisor to build hybrid digital-human advice platform and digital advice capabilities…

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Canadian Holistic Robo-Advisor Planswell Founded in January 2016

Canadian financial planning provider, Planswell, was founded in January 2016 and their financial planning tools have been live since early 2018. The company has managed to raise…

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Guideline, a US-Based 401(k) Provider, Founded in Early 2015

US-based robo-retirement company Guideline was founded in early 2015 and operates as an RIA since late 2015. 1)Since early 2010, numerous new online 401(k) and other…

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qblum, a US-Based Robo-Advisor, Founded in Early 2015

qblum is a US-based robo-advisor that relies on “A.I. powered technology to identify active investment opportunities and to lower trading costs”. The company was co-founded by…

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Big Data Company SESAMm Founded in May 2014

SESAMm, a French fintech specialized in big data and artificial intelligence for asset managers, was founded in mid-2014 by Sylvain Forte, Pierre Rinaldi, and Florian…

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Swiss-Based, White-Labeled, Client and Prospect Management Platform InvestGlass for WM/PB/FAs Founded in Early 2014

Founded in early 2014, Swiss-based InvestGlass provides a SaaS-based and subscription-priced prospect and customer relationship management platform for the wealth management and financial advisory services…

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Cassia Research, a Canadian Fintech Startup, Founded in January 2013

Canadian fintech Cassia Research was founded by Henry Bee and Jesse Chen in early 2013. Cassia Research provides technology-driven services to financial advisors. Cassia Research’s mission…

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Huygens Capital, a US-Based Robo-Advisor and ETF Strategist, Founded in July 2011

Privately-owned asset manager Huygens Capital was founded in July 2011 by former banker Walter Vester. The company offers both robo-advisory as well as ETF strategy…

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Wealth Access, a US-Based Advisory Technology Company, Founded in March 2011

A US-based Wealth Access focuses on mobile-first financial and investment advisory solutions that allow clients to access personalized financial portal with comprehensive wealth overview and…

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Swiss-Based VZ Finanzportal, One of the Very First European Robo-Advisors, Launched in September 2010

Swiss robo-advisor VZ Finanzportal was launched by Zürich-based VZ VermögensZentrum in 2010. 1)Read more about VZ VermögensZentrum VZ Finanzportal’s robo-advisor offers investment plans around ETFs, a wide…

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German DIY Investment Education Service justETF Founded in July 2010

justETF is a German-based online investment education service that offers various tools and guidance for DIY investors to invest with ETFs. The company offers both…

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Alipay Launched Yu’e Bao in June 2013

In June 2013 Alibaba-owned Alipay, a Chinese third-party mobile and online payment platform introduced a new mutual fund investment service to the Chinese retail market. An…

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Motif Investing, a Theme-Based Online Broker, Founded in June 2010

Motif Investing, established in June 2010 as FundDNA and rebranded as Motif Investing in October 2010, was co-founded by Hardeep Walia and Tariq Hilaly. Its “motif” investing service…

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FutureAdvisor, a Wealthtech Startup from Y Combinator, Launched in May 2010

FutureAdvisor, a San Francisco-based wealthtech venture, was founded in 2010 by Bo Lu and Jon Xu. FutureAdvisor offers a wide range of automated online investment…

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InvestCloud, a Cloud-Based Wealthtech Company, Founded in 2010

The US-based InvestCloud was co-founded by British serial entrepreneur John Wise and a group of other experienced professionals in (March) 2010. Co-founders are Colin Close, Michael A. Smith, and Yaela…

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Norwegian Quant Firm Fronteer Solutions Founded in February 2010

Norwegian Fronteer Solutions, a quant asset and fund management company, was co-founded in February 2010 by Atle Christiansen, Håken Jevne, and Thomas R Larsen. The company has its…

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US-based Investment Adviser Financial Guard Founded in Early 2010

A US-based online investment advisor Financial Guard was founded in early 2010 with the mission to make investing simpler and more transparent for retirement investors….

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iQuantifi, a U.S.-Based Financial Services Software Company, Founded in October 2009

iQuantifi, a U.S.-based software company focused on providing automated goal-based digital advice platform for B2B clients, was founded in October 2009 by Tom White and…

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Chinese Fintech Firm Wacai Founded in Late 2009

Wacai is a Chinese PFM app developer that launched its bookkeeping service in 2009 and mutual fund trading feature in July 2013. The company was founded…

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Personal Capital Founded in July 2009

The U.S.-based financial services software, investment and wealth management company Personal Capital was founded by Bill Harris, Rob Foregger, and Louie Gasparini in July 2009. 1)Personal…

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Premium WM Platform Hedgeable Founded in April 2009

Hedgeable, a U.S.-based financial services company, was co-founded in early April 2009 by twin brothers Michael Kane and Matthew Kane. Hedgeable acquired RIA status in 2009 and…

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Social Investing Network kaChing Founded in Early 2008

Social investing network kaChing, the predecessor of Wealthftont, was co-founded in early 2008 by Andy Rachleff and Daniel Carroll. According to an article co-written by Sarah Milstein…

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Jemstep Established in 2008

An U.S-based Jemstep (acquired by Invesco in 2016), an open investment platform provider and developer for financial advisors, registered investment advisors, independent broker-dealers, and insurers, was co-founded in…

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EQIS Founded in 2002

EQIS, a fee-based turnkey asset management firm (TAMP) focused on B2B/B2C capabilities, founded in 2007. 1)Unfortunately, there are two conflicting founding dates for this company 2002 vs 2007….

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SigFig Founded in 2007

SigFig, a San Francisco-based investment management solution company, founded in May 2007. SigFig’s business model is not solely based on non-discretionary investment management but rather…

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LearnVest Founded in 2007

LearnVest, an American personal financial planning company, was founded by Alexa von Tobel in May 2007. Originally LearnVest focused on empowering female investors to get…

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Asset Builder Founded

The U.S.-based registered investment financial advisory firm, well-known for their simple investment process and relatively low fees, AssetBuilder was founded in August 2006. The company…

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Irish Fund Management Specialist Carne Founded in January 2004

Carne, a global provider of fund management solutions to the asset management industry, was founded in Ireland in January 2004. Currently, Carne has over $700…

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German-based aixigo Founded in October 1999

German-based aixigo was founded in late 1999. The company is one of the largest banking backend providers in Central Europe, and they offer a wide range…

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The World’s First Robo-Advisor, Financial Engines, Founded

The very first technology-oriented automated investment advisor service, Financial Engines, was co-founded in June 1996 by William F. Sharpe. The company is located in Palo…

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