Logo
Logo
  • Topics Icon Topics
    • AI Icon AI
    • Banking Icon Banking
    • Blockchain/DeFi Icon Blockchain/DeFi
    • Embedded Finance Icon Embedded Finance
    • Fraud/Identity Icon Fraud/Identity
    • Investing Icon Investing
    • Lending Icon Lending
    • Payments Icon Payments
    • Regulation Icon Regulation
    • Startups Icon Startups
  • Podcasts Icon Podcasts
  • Products Icon Products
    • Webinars Icon Webinars
    • White Papers Icon White Papers
  • Press Icon Press
  • Search
  • Sign in
Home
AdvisorEngine
Latest
  • Latest
  • Oldest
  • Random
  • A to Z

AdvisorEngine

entrepreneurshipexchanges / cap mktsInvestingmarketingroboadvisor
·Aug. 20, 2021

Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health

In this conversation, we chat with Jason Wenk, who is the Founder & CEO at Altruist. Apart from this Jason is a writer, self-proclaimed math geek, and investment systems developer. He began his career at Morgan Stanley in NYC at age 20, working on investment research and asset management systems development. After this Jason founded FormulaFolios: quantitative, computer-driven investment models based on academic research to help remove emotion from investing. FormulaFolios would later develop into a standalone asset manager and go on to rank as a fastest-growing private company by Inc. magazine 4 years in a row, reaching as high as #10 in 2017.

More specifically, we discuss all things wealth tech, as well as, serving people with financial planning, financial advice, and generally improving their financial health.

Read Full Story
Cryptodecentralized financeInvestingroboadvisor
·May. 11, 2020

$700B Franklin Templeton buys wealth tech AdvisorEngine, while digital investing DeFi revolution only starting

This week, I pause to reflect on the sales of (1) AdvisorEngine to Franklin Templeton and (2) the technology of Motif Investing to Schwab. Is all enterprise wealth tech destined to be acquired by financial incumbents? Has the roboadvisor innovation vector run dry? Not at all, I think. If anything, we are just getting started. Decentralized finance innovators like Zapper, Balancer, TokenSets, and PieDAO are re-imagining what wealth management looks like on Ethereum infrastructure. Their speed of iteration and deployment is both faster and cheaper, and I am more excited for the future of digital investing than ever before.

Read Full Story
FintechNews RoundupNorth AmericaUSA
·Nov. 21, 2016

Digital Wealth Management Company, AdvisorEngine, Raises $20mn

The New York City-based company raised their Series A funding from WisdomTree Investments, Inc., who sees this opportunity as a strategic investment; the deal will set up WisdomTree's asset allocation models to be made available through AdvisorEngine's open architecture platform and WisdomTree will actively introduce the new platform to its distribution network; AdvisorEngine intends to use the funds for the continued development and expansion of its wealth management platform.  Source

 

Read Full Story
asset managementdecentralized financeInvestingroboadvisor
·Nov. 20, 2020

How roboadvisors, B2C fintechs, and high tech giants are causing deep shifts in wealth management

We are syndicating a deep conversation across roboadvice, high tech and payments, and fintech bundling that we had with Craig Iskowitz of Ezra Group Consulting.

Check out Ezra Group Consulting here to learn more about digital wealth and Craig’s consulting practice. He is one of the sharpest software consultants in the RIA space, and his firm works with wealth management firms and fintech vendors to provide technology strategy and market research.

We had a lot of fun in this conversation and cover TD & Schwab, Wealthsimple, M1 Finance, Ant & Tencent, and Robinhood, among others. The full transcript is provided along with the recording — worth a read for the illustrations alone.

Read Full Story
asset managementdigital transformationroboadvisor
·Feb. 3, 2020

Citi launches free roboadvisor, and how roboadvisors are like Twinkies

I discuss Citi's roboadvisor launch and why it took the firm 12 years to get to the party. We break down the difference between financial services ingredients and the organizations that combine those ingredients to manufacture and distribute financial products. We also look at how that consumer prerogative is defining the asset management industry, and the consolidation towards monolithic passive indexing providers. Last, we talk about how people prefer mass produced Twinkies to expensive artisanal desserts. Yummy!

Read Full Story

Popular posts

Today:


This month:

  • BNPL-Originations-by-credit-score-categoryDebt Now, Report Later: BNPL’S Murky Data Morass May. 20, 2025
  • DanMurphy-FN-headshotCFPB’s Next Open Banking Battle Begins Jun. 3, 2025
  • Expect to Apply for BNPL Loan (2)Fintechs Flouting Recession Vibes  May. 8, 2025
  • Members Buy The DipsHerd-Earned Cash May. 15, 2025
  • WP UmbrellaTo Bank or Not to Bank: The ILC Question Jun. 5, 2025
  • SimonWu-CaptionCathay’s Wu: Secondaries now “a structural pillar” for VC liquidity, exits Apr. 3, 2025
  • YC Personal finance(1)When Will AI Agents Show Us the Money?  May. 22, 2025
  • Finfluencers(1)Tori Dunlap, Humphrey Yang, Taylor Price–Millions Flock to Finfluencers on TikTok, YouTube–and yes, Facebook–Amid Market Chaos May. 27, 2025
  • Ben Hemani, Founding Partner at Bison VenturesThe Risk and Reward of Betting Big on AI’s Next Frontier Jun. 4, 2025
  • National Student Loan DebtIf student loan domino falls, what’s next for fintechs in the sector? May. 13, 2025

  • About
  • Contact
  • Disclaimer
  • Privacy Policy
  • Terms
Subscribe
Copyright © 2025 Fintech Nexus
  • Topics
    • AI
    • Banking
    • Blockchain/DeFi
    • Embedded Finance
    • Fraud/Identity
    • Investing
    • Lending
    • Payments
    • Regulation
    • Startups
  • Newsletters
    • Fintech Nexus Daily
    • The Fintech Blueprint
  • Podcasts
  • Products
    • Webinars
    • White Papers
  • Events
    • Fintech Nexus Events
    • Fintech Meetup
  • Fintech Blueprint
  • Advertise
    • Fintech Nexus
    • The Fintech Blueprint
  • Subscribe
  • Contact Us
Start typing to see results or hit ESC to close
lis digital banking USA Lending Club UK
See all results