Top Direct-to-Consumer Wealthtech Plays

Top Direct-to-Consumer Wealthtech Plays


Our wealthtech industry coverage continues this week. We looked at the industry last week and reviewed the top trends earlier this month. Today we’re taking a look at industry players with B2C offerings—in other words, companies that market directly to consumers and not through businesses.

Since wealthtech is broader than just roboadvisers, we’ve divided B2C wealthtech players into seven categories and laid out our top picks for each group. Since category sizes vary, the number of our selections also vary.

Top in-house builds from traditional players
These are offerings from traditional wealth management firms that have been built in-house (or purchased and then white-labeled) and marketed under the firm’s brand.

Fully automated roboadvisers
These are online platforms that provide automated, algorithm-based portfolio management without intervention from human advisers and without personalized, one-on-one conversations with a human adviser.

screen-shot-2016-12-22-at-4-06-40-pmAcorns takes a unique approach by linking a user’s debit card and investing their “spare change”

Hybrid roboadvisers
These are traditional advisory services, including personalized conversations and actively managed portfolios blended with computerized portfolio recommendations. Business Insider reports hybrid roboadvisers will manage 10% of all investable assets by 2025.

screen-shot-2016-12-22-at-4-11-08-pmSigFig has partnered with multiple banks, including Wells Fargo, Pershing, and Citizens Bank

Non-U.S. roboadvisers

Alternative investing platforms
These are platforms that link participants to unconventional investment types, such as private equity, hedge funds, futures, real estate, etc.

screen-shot-2016-12-22-at-4-18-08-pmWith Motif, uses invest in grouped stocks and ETFs that revolve around a common theme

Non-U.S. alternative investing platforms

News and information companies
These are online platforms that help users discover news and market trends before they go mainstream. Some include social networking aspects.

screen-shot-2016-12-22-at-4-23-47-pmTickerTags helps users discover trends even before they become news

Finovate Alumni News


  • “Banking Suite Provider Urban FT Acquires Wipit” Come see Urban FT at FinovateFall September 16 & 17.

Around the web

  • Niklas Adalberth steps down as Klarna’s deputy CEO.
  • ShopKeep to offer discounts to members of the MasterCard Easy Savings program.
  • Yodlee partners with Salesforce to offer advisers a comprehensive view of their clients’ financial accounts. Come see Yodlee’s presentation at FinDEVr, 6/7 October.
  • Monex to incorporate corporate-actions data from Markit. See Markit at FinDEVr 2015 in San Francisco.
  • Bank Innovation takes note of the Moven approach to displaying transaction histories.
  • Tech Vibes features Trulioo in a look at Vancouver, British Columbia, as a home for fintech innovation. See Trulioo at FinovateFall 2015 in New York.
  • Investment News looks for the next robo-adviser acquisition in the wake of BlackRock’s deal with FutureAdvisor.
  • Waters Technology highlights Nous, StockViews, AnalytixInsight, and Xignite in a review of how innovators are using market data. See Xignite at FinDEVr 2015 in San Francisco.
  • Flint enhances Android app to include immediate electronic receipts via SMS.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

Alumni News– January 13, 2015

  • Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Thumbnail image for Finovate-F-Logo.jpgNavy Federal Credit Union partners with Cachet Financial Solutions to offer Cachet’s Select Mobile Money with the its new GO Prepaid Card.
  • Azimo customers can now send money to the Philippines.
  • Pacific Marine Credit Union hires Insuritas to open and manage turnkey insurance solution.
  • Bezinga profiles “cloud-based virtual advisor” iQuantifi.
  • Deutsche Kreditbank AG and Blackhawk Network’s Retailo introduce digital gift cards to online banking programs.
  • ID Analytics Secures Patent for Identity Manipulation Detection System.
  • Taulia hires new CFO: Rik Thorbecke, former Meltwater Group CFO.
  • Xero introduces expense claim functionality, Receipts, for iOS (Android still in development).
  • TechCrunch: Google Cloud Platform Opens Its Cloud Monitoring Service To All Developers On Its Platform.
  • Let’s Talk Payments reviews multiple Finovate & FinDEVr alums’ payment APIs.
  • Forte’s Checkout Campaign earns Silver for the Best in Biz Marketing Campaign of the Year.
  • AnalytixInsight launches new mobile smart TV content licensing partnership.
  • PeerTransfer Secures $22 Million in a Round Led by Bain Capital.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

AnalytixInsight Launches its Financial Research Portal, Capital Cube


This post is part of our live coverage of FinovateEurope 2014.

Next up to the stage is AnalytixInsight, demoing its online financial research and content portal, Capital Cube.

“AnalytixInsight and CapitalCube launches their newest product – Fundamental ETF analysis. The ETF analysis provides unique fundamental research of an ETF based on the analysis and risk assessment of the daily changing underlying compositions. This enables investors to easily discern the fundamental risk and characteristics of each ETF, especially with respect to other ETF alternatives available to them. The service is intended to address the till-now unmet need of fundamental analysis of each ETF globally.”
Presenting Chaith Kondragunta (CEO)

Product Launch: February 2014
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
HQ: New York, NY, USA
Founded: June 2010
Twitter: @capitalcube