Statements (50)
Predicate | Object |
---|---|
gptkbp:instanceOf |
gptkb:industry
|
gptkbp:category |
Robo-advisory
Personal finance management Tax-loss harvesting Financial planning software Social trading Direct indexing Goal-based investing Financial data aggregation Alternative investment platforms Automated portfolio rebalancing Cryptocurrency investment platforms Digital brokerage Digital wealth management ESG investing platforms Fractional shares investing Hybrid advisory services Micro-investing Retirement planning tools Robo-retirement advisors |
gptkbp:emergedIn |
2010s
|
gptkbp:example |
gptkb:Robinhood
gptkb:SigFig gptkb:Nutmeg gptkb:Personal_Capital gptkb:Stash gptkb:Wealthfront gptkb:Betterment gptkb:Ellevest gptkb:eToro gptkb:Vanguard_Personal_Advisor_Services Acorns Charles Schwab Intelligent Portfolios |
gptkbp:focusesOn |
Wealth management
Investment management |
gptkbp:goal |
Automate investment processes
Democratize access to financial advice Enhance portfolio management Lower investment costs |
https://www.w3.org/2000/01/rdf-schema#label |
Wealthtech
|
gptkbp:relatedTo |
Fintech
|
gptkbp:targetMarket |
Retail investors
Institutional investors Financial advisors |
gptkbp:technology |
gptkb:artificial_intelligence
gptkb:Blockchain Big data Robo-advisors |
gptkbp:bfsParent |
gptkb:Allfunds
|
gptkbp:bfsLayer |
7
|