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What are the latest ideas & startups within wealth management / savings area?

I'm doing some research in this area - how digital/mobile can improve wealth management and savings services for consumers today
Would welcome ideas, input

7 Replies

Gopi Mattel
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Gopi Mattel Advisor
Director, Chennai Area at The Founder Institute
I saw this recently Jennifer. https://www.futureadvisor.com/. They seem to be pitching for financial advice and retirement advice for the average population.
Doug Calahan
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Doug Calahan Entrepreneur
Founder, CEO at Local Roots
Check out Wela Strategies. Good guys...
Edward P. Armon
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Edward P. Armon Entrepreneur
CEO / Impact Investment Group Trust
Launching a Hybrid Educational Foundation that will not only be self suitable, but also revenue driven for longevity through for-profit partnership models in the corporate sectors.
Serious inquiries and equity participation are feasible.

Farkhat Kainazarov
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Farkhat Kainazarov Entrepreneur
ZTE Kazakhstan
Willeverhumanity substitute cars for hi-tech equipment or device which will provide safe transfer and leave behind traffic-jams?
Orion Willow Parrott
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Orion Willow Parrott Entrepreneur • Advisor
Founder and CEO, Lendsnap YC S16. We're hiring!
Hi Jennifer, I'm building Lendsnap.co. Happy to discuss what I have seen in doing market research. My investigations have been more on the mortgage/consumer finance side but very adjacent.
Jennifer Byrne
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Jennifer Byrne Advisor
Co-Founder & Partner at Quesnay Inc.
Thanks everyone for the helpful responses! appreciate it - great ideas and look forward to more dialogue on this topic
Gopi Mattel
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Gopi Mattel Advisor
Director, Chennai Area at The Founder Institute
Here is another interesting article related to Wealth Management, particularly new types of funds to invest in.
http://www.bloomberg.com/news/articles/2015-03-16/smart-beta-etfs-attract-billions-with-critics-blaming-dumb-money


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