June 02, 2016

Around the Brokerage Industry: Ellevest

Over the past several months, the influx of robo-advisors has taken the financial advisory community by storm. As this particular market continues to evolve and expand, online financial advice and portfolio management is becoming more accessible to a wider variety of investors—namely, women. On May 11, 2016, Sallie Krawcheck, former Citigroup CFO, launched Ellevest, an […]

February 03, 2016

Around the Industry: OpenFolio

OpenFolio was founded in 2013 to offer the benefits of a collaborative Wall Street trading floor to the online masses. The financial social network allows users to share investing ideas and insights freely by opening their portfolios to others in their network to benchmark their performance and learn from their successes and failures. Users can […]

September 22, 2015

Around the Industry: Kapitall

Founded in 2008 by former video game entrepreneur, Gaspard de Dreuzy, Kapitall Inc. looks to combine the worlds of online gaming and investing. Based in New York City, the new-aged brokerage firm offers an interactive investing platform that boasts the research tools and trade offerings of a traditional brokerage site, paired with the design of […]

February 23, 2015

Around the Brokerage Industry: Acorns

Acorns is an innovative investment app that allows users to invest their spare change in a diversified portfolio. There is currently no web-based platform (though a website with background and help information is provided) and all investments are made solely through the free smartphone app, which is available for iOS 7 and 8, and on any Android device running 4.1 and higher.

October 30, 2014

Around the Brokerage Industry: LOYAL3

LOYAL3 is an untraditional San Francisco-based brokerage firm with a unique business model that offers fee-free investing to the average investor. By partnering with public companies and selling their stocks, LOYAL3 receives compensation from its partners as opposed to investors. Individual stocks can be purchased for as little as $10, and IPO stocks can be bought for as little as $100. The firm’s main “claim to fame” is its ability to offer IPOs to small investors at the same time as the traditional high net-worth and institutional investors.

April 21, 2014

Around the Brokerage Industry: Stifel Nicolaus

CI’s Around the Brokerage Industry series reviews public websites and digital resources offered by leading brokerages and investment firms that fall outside of our E-Monitor and Broker Monitor coverage groups. Stifel LogoStifel Nicolaus is an investment banking and full-service brokerage firm that provides financial solutions and services for its individual, institutional, corporate and municipal clients. The firm was founded in 1890 and currently maintains its corporate headquarters in St. Louis, Missouri. The firm provides detailed information about the types of services and clients it serves on its public Individual Investors and Investment Advisory Services sections. Both sections provide links to services and products that are explained in great detail in their respective pages.