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

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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 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

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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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