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Stockspot is an online investment adviser and fund manager based in Sydney, Australia. It is the first fully paperless digital investment advice platform in Australia and provides consumers with access to professional investment services for less than the typical cost of a traditional financial adviser or wealth manager.
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Personal Capital is an online financial advisor and personal wealth management company headquartered in Redwood Shores, CA with offices in San Francisco, CA, Denver, CO, Dallas, TX and Atlanta, GA.
Wealthsimple Inc. is a Canadian online investment management service. The firm was founded in September 2014 by Michael Katchen, Brett Huneycutt and Rudy Adler and is based in Toronto. As of January 2024, the firm holds over C$30 billion in assets under management. It is primarily owned by Power Corporation indirectly at 54.2% through investments made through their holdings in Power Financial, IGM Financial and Portag3.
Voleo is a Canadian-based financial services company, headquartered in Vancouver, BC. Voleo is transforming retail investing through its collaborative investment club platform. Voleo enables users to form investment clubs with people they trust to democratically manage a portfolio in publicly traded securities. Voleo has increased retail investor participation in the stock market by breaking down barriers to entry, facilitating trust and improving financial literacy.
Thomas C. Naratil is an American business executive in the financial industry. After serving as president of both UBS Wealth Management Americas and UBS Americas since early 2016, Naratil was appointed CEO of UBS Americas Holding LLC and became co-president of Global Wealth Management of UBS Group AG and UBS AG in early 2018.
References
- ↑ "Wells Fargo Partners With SigFig to Develop Robo Advisor". Wealth Management. 2016-11-15. Retrieved 2021-01-10.
- ↑ "UBS and SigFig to Form Strategic Alliance for Wealth Management Technology Development". businesswire.com. 2016-05-16. Retrieved 2021-01-10.
- 1 2 Hogan, Mike (2 June 2012). "A Take-Charge Portfolio Manager". barrons.com. Wall Street Journal. Retrieved 2 September 2014.
- ↑ "Web Awards Winners". SXSW.
- ↑ "Wal-Mart Will Use Show To Test New Casual Lines". The Wall Street Journal. July 9, 2008.
- 1 2 Griffith, Erin (1 May 2012). "Wikinvest Pivots to SigFig, a Comparison Site for Investments". Pando Daily. Retrieved 2 September 2014.
- ↑ SigFig. "SigFig Unveils 'SigFig Atlas', A Digital Platform for Retail Banking Designed to Empower Bankers and Improve Customer Satisfaction". prnewswire.com (Press release). Retrieved 2021-01-10.
- ↑ "Backend Benchmarking Publishes 17th Edition of The Robo Report Covering the 3rd Quarter of 2020". Accesswire . 3 November 2020. Retrieved 2021-01-10.
