Acorns micro-investing
AcornsLong
Acorns round-up micro-investing
Source: encyclopedia
Betterment $45.9B AUM
IndustryLong
Betterment $45.9B AUM 2026
Source: Web
Betterment 401k offering
BettermentMulti
Betterment 401k for employers
Source: Moneywise
Betterment Digital 0.25%
BettermentLong
Betterment Digital 0.25% fee
Source: Web
Betterment Premium 0.65% $100K
BettermentMulti
Betterment Premium 0.65% $100K min CFP
Source: Web
Betterment acquires Ellevest 2025
IndustryMulti
Betterment acquires Ellevest auto-invest 2025
Source: Fool
Betterment acquires Marcus Invest 2024
IndustryMulti
Betterment acquires Goldman Marcus 2024
Source: Fool
Betterment first US robo 2008
IndustryMulti
Betterment first US robo 2008 Stein
Source: Web
Ellevest acquired by Betterment
EllevestMulti
Ellevest auto-invest acq by Betterment 2025
Source: Fool
Empower #2 $200B (Personal Capital)
IndustryLong
Empower (formerly Personal Capital) $200B
Source: Web
Fidelity Go robo
FidelityLong
Fidelity Go robo $0 minimum 0.35%
Source: encyclopedia
Goal-based investing
BettermentLong
Betterment goal-based investing
Source: encyclopedia
JPM Self-Directed/Personal
JPMMulti
JP Morgan Self-Directed/Personal Advisor
Source: encyclopedia
M1 Finance Pies portfolio
M1 FinanceLong
M1 Finance Pies customizable portfolios
Source: InvestmentNews
Marcus Invest acq by Betterment
MarcusMulti
Goldman Marcus Invest acq by Betterment 2024
Source: Fool
Merrill Guided Investing
MerrillMulti
Merrill Guided Investing 0.45%
Source: encyclopedia
Robo AUM ~5.6% by 2020 forecast
StatLong
Robo expected 5.6% of total assets by 2020
Source: InvestmentNews
Robo fees 0.25%-1.0% AUM
IndustryMulti
Robo fees 0.25%-1.0% AUM management
Source: Web
Schwab Intelligent Portfolios $80.9B
IndustryLong
Schwab Intelligent Portfolios $80.9B AUM
Source: Web
Schwab Intelligent Portfolios free
SchwabLong
Schwab Intelligent Portfolios fee-free
Source: Unbiased
Schwab Premium $30/mo CFP
SchwabMulti
Schwab Premium $30/mo + $300 setup CFP access
Source: Unbiased
SoFi 8.7B SPAC valuation 2021
SoFiMulti
SoFi went public via SPAC 2021
Source: InvestmentNews
SoFi Invest $0 fee
SoFiLong
SoFi Invest $0 fee robo
Source: encyclopedia
Stash Smart Portfolios
StashLong
Stash fractional share investing
Source: InvestmentNews
Vanguard Digital $100 min
VanguardLong
Vanguard Digital Advisor $100 min
Source: Unbiased
Vanguard Digital Advisor #1 $311B
IndustryLong
Vanguard Digital Advisor #1 robo $311B AUM
Source: Web
Vanguard PAS hybrid CFP $50K
VanguardLong
Vanguard PAS hybrid CFP at $50K min
Source: Unbiased
Vanguard Personal $300B largest hybrid
IndustryLong
Vanguard hybrid largest $300B AUM SEC
Source: Fool
Wealthfront $42.9B SEC AUM
IndustryMulti
Wealthfront $42.9B SEC AUM ($41.7B discretionary)
Source: Fool
Wealthfront $500 min
IndustryMulti
Wealthfront $500 minimum 0.25% fee
Source: Web
Wealthfront $75B AUM 2024
IndustryLong
Wealthfront $75B AUM Nov 2024 1M+ clients
Source: Web
Wealthfront 10% crypto allowed
WealthfrontMulti
Wealthfront up to 10% crypto ETFs
Source: Unbiased
Wealthfront 20 risk levels
WealthfrontLong
Wealthfront 20 risk levels portfolios
Source: Unbiased
Wealthfront 491K clients
IndustryMulti
Wealthfront 491179 advisory clients IPO 2025
Source: Fool
Wealthfront IPO 2025
IndustryMulti
Wealthfront IPO filed 2025
Source: Fool
Wealthfront Path planning tool
WealthfrontLong
Wealthfront Path free planning tool
Source: Web
Wealthfront cash + line of credit
WealthfrontLong
Wealthfront cash mgmt + portfolio LOC
Source: Web
Wealthfront daily TLH
WealthfrontLong
Wealthfront daily tax-loss harvesting
Source: NerdWallet
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.