Wealthfront

Wealthsimple

This company provides a digital platform for automated investing, stock trading, and financial management services to individuals and businesses.

Personal Capital

This company provides wealth management software and financial advisory services for retail investors to track and manage their investments, retirement and cash flow.

Betterment

This company provides automated investment portfolios, retirement accounts, and savings tools for individuals, employers, and self-employed professionals.

Netwealth

This company provides wealth management and financial planning services through an online platform for individual investors managing pensions, ISAs, and general savings.

Wealthyhood

This company develops a mobile application providing commission-free investment tools and financial education for individuals to build long-term stock and ETF portfolios.

Altruist

This company provides a digital wealth management platform and brokerage services for registered investment advisors to manage client accounts, trading, and reporting.

Facet Wealth

This company provides subscription-based financial planning and investment management services through a digital platform for individual consumers and employees.

Savvy Wealth

This company develops an artificial intelligence wealth management platform for independent financial advisors to automate back-office operations and client relationship management.