The latest edition of Advancing Financial Advice is our most in-depth study to date. Volume three profiles over 30 VC-backed startups offering investors a variety of innovative online approaches to investment advice and selection. The study analyzes the specific offerings and business models of these firms and highlights the potential challenges this new generation of online investment solutions may pose to traditional brokerages.
The study features:
Profiles of 37 startup online investment alternatives that includes the firms' products and services, cost structure, mobile apps, unique social media features and investor education offerings.
Analysis of the seven business models used by these firms, ranging from algorithm-based investment recommendations to trade-mimicking platforms.
Summary of the strengths and weaknesses of these new online competitors as well as the implications for the traditional retail investing industry.
Please complete the form to download Volume Three of our Advancing Financial Advice Study free of charge.