Financial Services / Wealth Tech
Best B2B Robo-Advisors Companies
What is B2B Robo-Advisors?
The B2B robo-advisors market offers automated portfolio creation services to financial institutions, such as banks, wealth managers, and other financial advisors. The robo advisor-as-a-service market is driven by the growing demand for low-cost, automated investment solutions that can help individuals and institutions manage their portfolios more efficiently and effectively. These solutions need minimal human intervention, allowing advisors to create portfolios based on pre-set mathematical rules or algorithms.
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Top B2B Robo-Advisors Companies
Marstone is an independent provider of digital wealth solutions in the financial sector. The company offers a platform that enables organizations to provide digital wealth services to their clients, including the creation of personalized investment portfolios and financial aggregation tools for a comprehensive financial overview. Marstone primarily serves the financial institutions, including banks with wealth management capabilities, investment firms, and wealth management firms. It was founded in 2013 and is based in Providence, Rhode Island.
Known Partners
Woodforest National Bank, American Century Investments, Nymbus, and 2 more
Known Customers
Bancolombia, American Bank & Trust, Red River Credit Union, and 2 more
Key People
Margaret J Hartigan, Robert Stone, Jon Stockdill
Quantec develops a hybrid asset management service. The company's Interactive Robo-Advisor (IRA) platform enables asset managers to sell products to offline customers, design custom asset allocation portfolios, receive algorithmic investment recommendations, and automate customer management. The company also offers MoneyPot, an online asset management marketplace. Quantec was founded in 2016 and is based in Seoul, South Korea.
Fint developed by December & Company offers a customized asset management and robo-advisory service. The company also develops PREFACE, a platform for smart asset management, and ISAAC, the company's robo-advisor engine.
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InvestSuite provides investment technology solutions. The company offers a suite of white-label investment technology solutions, including portfolio construction frameworks, investment insights and reporting tools, and investment platforms. It primarily caters to financial institutions such as online brokers, retail banks, asset managers, and private banks. It was founded in 2018 and is based in Leuven, Belgium.
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Key People
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SigFig focuses on digital wealth solutions. The company offers a range of services including needs discovery, remote collaboration, and digital wealth management solutions, designed to streamline operations for financial advisors and investors. SigFig primarily serves banks, credit unions, wealth management firms, insurance companies, and individual investors. It was founded in 2006 and is based in San Francisco, California.
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Surmount offers an investment platform for individual investors, algorithmic traders, portfolio managers, and hedge funds. It allows investors to automate investments through machine learning, Algo trading, and copy trading. It was founded in 2020 and is based in Rising Sun, Maryland.
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True Wealth is a digital wealth management platform operating in the financial services industry. The company offers cost-effective investment strategies and wealth management services, focusing on transparency and efficiency. Their services include automated investment solutions, risk management, and portfolio construction, all tailored to the individual's situation. It was founded in 2013 and is based in Zurich, Switzerland.
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Unhedged operates as a company focused on investment management, specifically in the financial services sector. The company offers an application that uses algorithms to help users invest, without the need to choose specific stocks, by constantly scanning, analyzing, and optimizing their portfolios. Its customers are funds, wealth managers, and brokers. The company was founded in 2020 and is based in Docklands, Australia.
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Our Methodology
The ESP matrix leverages data and analyst insight to identify and rank leading private-market companies in a given technology landscape.
What is B2B Robo-Advisors?
The B2B robo-advisors market offers automated portfolio creation services to financial institutions, such as banks, wealth managers, and other financial advisors. The robo advisor-as-a-service market is driven by the growing demand for low-cost, automated investment solutions that can help individuals and institutions manage their portfolios more efficiently and effectively. These solutions need minimal human intervention, allowing advisors to create portfolios based on pre-set mathematical rules or algorithms.
Expert Collections
Market Map
Similar Markets
Do you compete within B2B Robo-Advisors?
Reach more buyers.
Your future customers are researching their next tech solution on CB Insights. Make sure they can find you.