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This week's blurb is from Catherine, EquityZen's Finance and Research Lead.
We published a new Robo Advisor Key Metrics Update, which looks at RAUM (regulatory assets under management) and client trends reported by startup advisors on their Form ADV filings with the SEC. All registered investment advisors (RIAs), including robo advisors, are required to file an updated Form ADV at least annually; however, some advisors will provide intra-year updates following a material change in their business (new investment officers, product lines, etc) or as desired. We looked at the following robo advisor startups: Acorns, Betterment, Personal Advisors, Sofi Wealth, StashInvest, Wealthfront and WiseBanyan.
Key takeaways include:
Robo Advisor RAUM Summary
Historical Robo Advisor AUM
In other news...
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