Tech required by UHNW investors is more sophisticated.
Company is offering clients complimentary, two-year membership to an identity theft protection and credit monitoring service.
The massive and growing market is underserved by Wall Street, but Silicon Valley sees opportunity.
The partnership connects the robo with 3 million customers and $9 billion in Optum's HSAs.
With Lori Hardwick and Drew DiMarino, Riskalyze wants to expand among enterprise firms and possibly take the company public.
Consumers can open an account with no minimum and FDIC insurance up to $1.25 million even if they don't invest with Personal Capital.
FMAX ties together Wealthscape technology, eMoney financial planning and investment management to rival TAMPs.
OpenInvest will overweight companies with a track record of improving racial equality while avoiding those that harm minority communities.
TradeWarrior founder Damon Deru is launching a new rebalancing software following a messy split from Oranj.
The advisers will fill a service gap between the firm's purely digital, self-directed robo-adviser and the full-service advisers of Merrill Lynch.
