automated-investing
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E*TRADE put Wall Street on your desk. Then Wall Street bought it.
A Michigan dentist helped prove that a personal computer could place a stock trade. Four decades later, E*TRADE’s bigger experiment is how much of your financial life can fit behind one login.
Chris Doner and the bank you remember to open
Chris Doner has spent four decades building software for other people’s financial institutions. His recurring question is disarmingly human: what makes a member come back?
Acorns makes small change a big habit.
A few cents at the checkout became an investing business. Now Acorns wants to automate the rest of your financial life - and bring the family along.
M1
M1 is a Chicago-based personal finance platform that bundles investing, borrowing, and spending into a single app it calls 'The Finance Super App.' Built around customizable 'Pies' that let people design a portfolio of stocks and ETFs and automate contributions and rebalancing, M1 aims to give self-directed investors the kind of automated, low-cost money management once reserved for the wealthy. Founded in 2016 by Brian Barnes, the company has raised more than $300 million and surpassed $10 billion in assets under management.
Brian Barnes
Brian Barnes is the founder and CEO of M1, a Chicago-based personal finance platform that blends investing, borrowing, and spending into one automated 'finance super app.' He started investing in the fifth grade with a real brokerage account opened by his parents, studied economics at Stanford, and launched M1 in 2016 after concluding that the tools for managing money had barely improved in two decades. M1 has raised more than $320 million, reached unicorn valuation, and grown to roughly a million members and billions in assets under management.
Finhabits
Finhabits is a bilingual financial wellness platform built by Latinos, for Latinos, that turns small, automatic deposits into diversified investment portfolios. Founded by MIT-trained engineer Carlos Garcia, the New York fintech pairs low-minimum Roth and Traditional IRAs with Spanish-and-English financial education to close the wealth gap for first-time investors, serving hundreds of thousands of members who often start with as little as a few dollars a week.