Robo advisors

Origin is a financial management platform that consolidates tracking, planning, and investing in one place. Users can assess their complete financial picture, receive personalized recommendations for budgeting and savings, and get real-time, AI-powered planning assistance with Sidekick. Origin also provides direct access to Certified Financial Planners for tailored advice. Their investment arm, Origin Invest, offers automated investing with no advisory fees and an expense ratio of 0.00%. The service aims to replace fragmented and expensive financial tools with an integrated solution for $12.99 per month, offering a 30-day free trial without requiring a credit card.

Origin

Origin simplifies finance with advice, tracking, saving, and investment.

Personal finance apps

Tax preparation

Monzo, a startup, provides a user-friendly digital banking platform exclusively to UK residents. Customers can open a bank account through their phone quickly and for free. Monzo's features include instant transaction notifications, budgeting tools, categorizing expenses, savings pots, and analyzing spending with Trends. They offer overdraft and loan services, a no-fee Mastercard for international usage, and competitive exchange rates. Monzo Plus and Monzo Premium provide additional benefits for a monthly fee. They focus on security with FSCS protection, 24/7 support, and anti-fraud measures. Monzo aims to personalize banking while keeping over 8 million users' money safe.

Monzo

Digital bank with full UK account, savings, loans, fraud protection.

Consumer banking

Corporate credit cards

Corporate banking

Wealthsimple is a financial company providing easy online access to investing and saving tools. With options for custom-tailored portfolio management and self-directed stock and ETF trading without commissions, the platform tailors to various financial needs and goals. They extend support with expert advice and transparent practices to over 3 million Canadians. Wealthsimple promotes low fees and high-interest savings accounts, aiming to democratize traditionally exclusive investment opportunities to a broader audience. Their suite includes high-interest chequing accounts, often offering higher yields than traditional banks, alongside a clear-cut business model that aligns their success with their clients'.

Wealthsimple

Wealthsimple offers investing, saving, trading, and crypto services commission-free.

Direct trading

Crypto exchanges & trading

Crypto staking

Neo Financial is a fintech startup that aims to transform the traditional financial landscape through technology-driven solutions. They offer a range of digital financial products, including savings accounts, credit cards, and a rewards program. Neo's approach emphasizes user-friendly interfaces, personalized experiences, and value-driven incentives. Their rewards system is tied to a network of partners, allowing customers to earn more from everyday spending. By adopting a digital-first strategy, Neo Financial seeks to make banking more accessible, efficient, and rewarding for its users, challenging the norms of conventional banking institutions.

Neo Financial

Neo Financial offers smart banking, investments, credit cards, and mortgages.

Banking-as-a-service

Mortgages

Autopilot is an investment app allowing users to copy trades of notable investors, including politicians and hedge fund managers. With over $1 billion of connected assets and $650 million in trade volume since launch, Autopilot offers a simple three-step setup to link with supported brokerages for trading. They emphasize transparency with flat fees, no hidden charges, and public viewing of all pilot holdings. Users can select or switch between various 'pilots' whose investment strategies they want to replicate, with the promise of bank-level security and maintaining funds within users' own brokerage accounts.

Autopilot

Autopilot mimics trades of successful investors for subscribers.

Titan Global Capital Management is an SEC-registered investment advisor providing sophisticated and transparent money management services to approximately 50,000 U.S. clients. They offer high-yield cash management options through Smart Cash, active equity strategies, and access to alternative investments like venture capital. With a focus on long-term gains, Titan provides both automated and personalized investment advice ensuring insurance through SIPC. The platform has been recognized for high interest rates and exceptional financial advisory, with an emphasis on institutional-grade investment tools, all accessible online. Their advisory fee is 0.25% annually, and they offer incentives for referring new clients.

Titan

Titan manages investments with active strategies, high yields, and advisory services.

Robo advisors

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