New York, NY
Summary
This business provides automated investment management services, allowing individuals to grow their wealth through tailored portfolios. It offers a range of financial products including high-yield cash accounts, IRAs, and retirement planning tools. The platform emphasizes ease of use, automated investing, and tax-efficient strategies, catering to individuals looking for a hands-off approach to wealth management. It also provides educational resources and customer support to assist users in achieving their financial goals.
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
23.9 years — Since Feb 2001
Web Hosting
Platform
E-Mail Provider
Google GSuite
NAICS Code
523930
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Financial Technology and Investment Management
2. Investment Advice
Vendor
Source
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| 2022 |
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| 2023 |
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| 2024 |
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