Tag: Digital Advice

Posted on June 1, 2020

Best Robo Advisor for 2020

Winner: Fidelity Go
Runner-Up: Vanguard Personal Advisor Services
Honorable Mention: TD Ameritrade

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Posted on May 6, 2020

Wealthfront is Ranked #1 for Digital Financial Planning


Overview: 

Wealthfront was founded in 2008 as kaChing, a mutual fund analysis company, before pivoting into wealth management.  Wealthfront officially launched in December 2011 and has since raised a total of $205M in venture capital to expand operations.  Between its investment management and cash account offerings, Wealthfront is now one of the largest independent robo advisors, with over $13.5 billion in assets under management and an additional $7+ billion in deposits into its high-yield cash account. 

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Posted on April 2, 2020

Ranked #3 for Best Overall Robo


Overview: 

SigFig started as an offshoot of Wikinvest, a Wikipedia-style resource for investors.  Launched in 2012 as a free portfolio tracking and investment advisor referral service, SigFig is now one of the original robo advisors still in operation.  Between its platform and strategic partnerships with incumbent institutions such as UBS and Wells Fargo, SigFig has grown to $485 million in assets under management, as of December 31, 2018.  

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