Tag: Robo Ranking
Posted on June 1, 2020
Best Robo Advisor for 2020
Winner: Fidelity Go
Runner-Up: Vanguard Personal Advisor Services
Honorable Mention: TD Ameritrade
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.
Posted on May 1, 2020
Vanguard:
Ranked #1 for Best Robo for Complex Financial Planning Needs
Ranked #2 for Best Overall Robo
Overview
With over $140 billion in assets under management, Vanguard’s Personal Advisor Services is the largest direct-to-consumer robo advisor. Vanguard offers a compelling robo with low fees and strong access to live advisors. In our most recent Robo Ranking, Vanguard’s Personal Advisor Services was ranked the Best Robo for Complex Financial Planning Needs, and it was ranked second in the Best Overall Robo and Best Robo from an Incumbent Financial Institution categories.
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Posted on April 15, 2020
Best Robo for Complex Financial Planning 2020
Winner: Vanguard Personal Advisor Services
Runner-Up: Personal Capital
Honorable Mentions: Ellevest & Wealthsimple
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.
