SigFig

SigFig is a robo-advisor that wears many hats. It is an advisor, a portfolio manager and a provider of diversified income. It can take existing accounts under management, simply provide analysis, or open a new investment account. SigFig has registered Assets Under Management(AUM) of $114 million over 2,459 accounts, with an average account size of …

Schwab Intelligent Portfolios

Schwab Intelligent Portfolios is the robo-advisor product offered by brokerage giant Charles Schwab. It offers taxable accounts, IRAs, Roth IRAs, and trusts. Unlike many other robo-advisors, this is a supplementary offering to an existing brokerage business. There is an upside to this setup when it comes to security and institutional knowledge, but the downside is …

Hedgeable

Hedgeable isn’t a run-of-the-mill online investment advisor. It is a tech startup. Employees are referred to as “ninjas”, culture is very important, and suit wearing is forbidden. It is mission-driven and idealistic with a focus on innovation and social responsibility. Hedgeable eschews the prevailing industry standard, Modern Portfolio Theory, for something more dynamic and personalized …

Fidelity Go

Fidelity Go is the robo-advisor product for investment giant Fidelity. Unlike many other robo-advisors, this is a supplementary offering to an existing investment advisor. As such, its reporting to the SEC is wrapped up in other investment activity, and it’s difficult to ascertain specifics about the service. AUM and account numbers aren’t available for Fidelity …