automated-investing

(4)
Company
E*TRADE put Wall Street on your desk. Then Wall Street bought it.
Fintech · Consumer

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.

online-brokerage · self-directed-investingRead →
Company
Acorns makes small change a big habit.
Fintech · Consumer · Education

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.

micro-investing · automated-investingRead →
Company
M1
Fintech · Saas · Consumer

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.

fintech · personal-financeRead →
Company
Finhabits
Fintech · Consumer · Education

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.

fintech · robo-advisorRead →