Betterment has revamped its pricing and added two new service levels that offer investors access to financial advisors. The company now has three plan options: Betterment Digital, its legacy offering, doesn’t have an account minimum and charges 0.25%. Betterment Plus and Betterment Premium provide tiered access to financial advisors in exchange for higher fees and account minimums.
The app LaFinBox, created by the startup CrossQuantum (a JV between SwissLife and the Fintech Budget Insight), enables its users to get a quick full-view of their financials and their assets. Through an API, it collects the data of different types of placements in various banks and institutions
Kensho, combines natural language search queries, graphical user interfaces, and secure cloud computing to create a new class of analytics tools for investment professionals.
Advize makes life insurance management accessible to financial inexperienced person by combining robo advisor with analysts
Wesave is an online insurance brokerage offer launched by the company Anatec. This French roboadvisor is a up-market wealth management platform
Scalable Capital is a digital investment manager giving retail investors access to tailored and cost-efficient investment solutions thanks to a proprietary technology focused on the clients’ risk appetite
Investivity is a combination of classical asset allocation and financial instruments with advanced technological tools. It offers risk management, tactical investing, fund replication, delegated advisory, while label research and investing decision tools
MeetInvest is platform aiming to connect people with similar interest in investments, educate and bring valuable investing information
Descartes Finance AG is a Swiss digital investment advisor, providing its products and services to individuals, charitable organizations, and wealth managers.
Scripbox offers an automatic selection of 10 funds (from 8 000+) for each investor: 4 equity funds; 3 debt funds; 2 tax-saving funds and a last debt fund for daily spending
A B2B wealth management platform that aims to create a profitable growth using innovative technology.
The target customers of Hardbacon are small investors that are not well-informed about how to make good investment choices. The platform educates and make investment simulations.
Inspired by American robo-advisors such as Wealthfront and Betterment, Fundshop offers an automated advisor for French life insurance clients
Smartly is a robo-advisory platform that allows the average individual to invest and grow their wealth starting with as little as $50, and promises to be more than an algorithm-based automated platform, providing users with financial education and greater transparency
GRISBEE performs a complete diagnosis of the users’ financial health and thanks to algorithms, generates recommendations.