Next-Generation Investing 2015: Digital Advice Matures is now available! Our new comprehensive study focuses on the leading investing and personal-finance related startups in the digital advice industry. The study will cover the past, present and future of these fintech startups and will provide particular value to firms facing the decision to buy, build or white-label a new financial technology solution.
The study includes:
- Profiles of several dozen digital advice providers with an emphasis on strengths and weaknesses of each firm
- Detailed analysis of how different business models and services have evolved since we first began tracking the fintech space in 2012
- An examination of the proprietary digital advice platforms recently launched by incumbent players like Charles Schwab, TradeKing and Vanguard
Download your study preview below!