Financial Services · Fintech

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

Jennifer Byrne Co-Founder & Partner at Quesnay Inc.

March 21st, 2015

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
 

Orion Parrott Founder and CEO, Lendsnap YC S16. We're hiring!

March 23rd, 2015

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.

MaxBlox/Founder Institute Director, Chennai Area at The Founder Institute

March 21st, 2015

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 Founder, CEO at Local Roots

March 22nd, 2015

Check out Wela Strategies.  Good guys...

Edward Armon CEO / Impact Investment Group Trust

March 22nd, 2015

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.

Jennifer Byrne Co-Founder & Partner at Quesnay Inc.

March 23rd, 2015

Thanks everyone for the helpful responses! appreciate it - great ideas and look forward to more dialogue on this topic

MaxBlox/Founder Institute Director, Chennai Area at The Founder Institute

March 23rd, 2015

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


Farkhat Kainazarov ZTE Kazakhstan

March 23rd, 2015

Will ever humanity substitute cars  for hi-tech equipment or device which will provide safe transfer and leave behind traffic-jams?