Technology to the rescue for advisors & wealth managers that have no time for Social media Changes in the ways we make Investment Decisions and manage our money, are undisputed. Even though Americans` trust in financial professionals remains fairly stable over the past two decades, what has changed considerably is how much they use the…

Stripe has been aggressively investing in startups — 22 and growing Stripe is in the spotlight as they ranked high based on several criteria in the latest Forrester Wave report (along with the European Adyen). They are also in talks to raise additional funding at nearly double the current valuation (current $36Billion, expected $70billion). Stripe raised $600million…

Robinhood continues to make headlines Robinhood just announced that it raised an additional $320million at the same valuation as the May $280million. This brings its Series F funding to $600 million and its post-money valuation to $8.6 billion. Total funding since inception (2013) is $1.5billion There isn’t another pure startup competitor of Robinhood in the US.…

AUM in Digital wealth is not the metric that lived up to expectations From 2016, consulting practices put out their 5yr predictions on the growth of the Robo Advisor subsector, mainly focusing on the potential to gather assets. It was the time when Vanguard was making its first leapfrogging attempts in a space that Betterment…

Our journey of Humans and Machines in managing Uncertainty — Part I The conversation around the interaction between data, algorithms, and humans never stops. Once again, A crisis like no other! The COVID19 induced crisis, of course, provided us with an ideal setting to use more data, test and train algorithms, and experience our and…

Stash the robo-advisor with over $300million in total funding The closing of the Motif and the timing of the $112million funding of Stash, have sparked interesting conversations. Craig Iskowitz weaved a rich coverage of Motif`s story on May 1st with lots of data and back flashes on how Motif was perceived along its journey. 13 Roboadvisors…