Sentences with phrase «online wealth management platform»

FutureAdvisor is an online wealth management platform that uses the same investing strategies that were once only available to high net worth individuals.

Chinese billionaire Jack Ma's financial technology unicorn Ant Financial Services Group [ANTFIN.UL] is adding two new money market funds to its online wealth management platform Yu'e Bao, which is already the world's biggest money market fund.

Not exact matches

I've been thinking about signing up for an online wealth management company for a long time because I have over 35 financial accounts across five banks (USAA, CIT Bank, Citibank, BoA, First Republic) and two online trading platforms (E * trade and Fidelity).

«Richardson GMP is the first wealth management firm to provide its clients with access to the VC asset class through our managed model, which bridges the gap between traditional wealth management and accessible venture capital via our new online investor platform,» said Mark Skapinker, Managing Partner at Brightspark.

SoFi Wealth Management, which launched in May 2017 as an offshoot from the SoFi online lending platform, took first place; TIAA SRI, the socially responsible investment portfolio of its TIAA Personal Portfolio robo, placed third; and sandwiched between the two was Schwab Intelligent Portfolios.

SoFi provides no - cost access to wealth advisors through its online platform to help borrowers learn about personal financial management and investments.

Tags for this Online Resume: Management, Securities, Wealth Management, Asset Backed Securities, Audit, Banking Industry, Bankruptcy, Bloomberg, Budgeting, Cash Flow, Inflight Media, International Marketing, Advertising, China Social Media Platform