Wealthtech

GPTKB entity

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