Statements (68)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:Investment_Management
|
| gptkbp:acquired_by |
gptkb:Black_Rock
|
| gptkbp:competes_with |
gptkb:Betterment
gptkb:Wealthfront |
| gptkbp:founded_by |
gptkb:Jon_Stein
|
| gptkbp:founded_in |
gptkb:2012
|
| gptkbp:has |
gptkb:educational_resources
gptkb:mobile_applications customer support services data security measures financial advisors user-friendly interface user reviews investment strategies financial literacy programs investment accounts financial calculators investment research tools partnerships with financial institutions investment performance tracking client onboarding process automated rebalancing |
| gptkbp:headquarters |
gptkb:San_Francisco,_California
|
| https://www.w3.org/2000/01/rdf-schema#label |
Future Advisor
|
| gptkbp:is_accessible_by |
gptkb:Web
|
| gptkbp:is_available_in |
gptkb:United_States
retail investors |
| gptkbp:is_available_on |
i OS and Android
|
| gptkbp:is_evaluated_by |
customer satisfaction metrics
|
| gptkbp:is_focused_on |
wealth accumulation
|
| gptkbp:is_integrated_with |
banking services
|
| gptkbp:is_known_for |
transparent pricing
low fees user-centric design |
| gptkbp:is_part_of |
gptkb:Black_Rock_Solutions
fintech industry digital wealth management |
| gptkbp:is_promoted_through |
digital marketing
|
| gptkbp:is_recognized_by |
financial industry awards
|
| gptkbp:is_recognized_for |
customer service excellence
innovative technology |
| gptkbp:is_regulated_by |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:is_supported_by |
financial analysts
technology partners |
| gptkbp:is_targeted_at |
young professionals
|
| gptkbp:is_utilized_by |
retirees
millennials high net worth individuals |
| gptkbp:offers |
financial goal setting
retirement planning services tax optimization strategies goal-based investing investment management services diversified portfolios financial wellness assessments customized investment plans socially responsible investing options |
| gptkbp:provides |
market analysis
portfolio management risk assessment tools financial planning tools investment insights investment education financial goal tracking |
| gptkbp:targets |
individual investors
|
| gptkbp:uses |
robo-advisory technology
|
| gptkbp:bfsParent |
gptkb:Black_Rock
|
| gptkbp:bfsLayer |
5
|