Beam is a financial planning app designed for high school and college students, aiming to prevent dropouts due to financial hardships and ensure positive returns on their college investments.
Writer is a global company that offers relocation services, information management, realty, hospitality, and cash management services.
Human Interest is a San Francisco-based 401(k) provider that offers easy and affordable retirement plans for small and medium-sized businesses, using technology to solve administrative and compliance issues.
Facet was founded in 2016 and is headquartered in Baltimore, Maryland. We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee. Disclosures: https://facetwealth.com/legal-documents/social-media-disclosure/
FNZ is a FinTech company that collaborates with financial institutions to deliver comprehensive wealth management solutions across multiple channels. By focusing on long-term partnerships, FNZ helps clients develop digital strategies, enhance customer service, and increase assets under management.
Baker Tilly is a top ten accounting and advisory firm in Ireland, established in 1987, with over 100 employees. Known for building long-term client relationships, they focus on delivering expert advice and innovative solutions tailored to meet client needs. As part of Baker Tilly International, they leverage global expertise to achieve the best outcomes for their clients.
Acorns is a finance company that allows individuals to round up purchases and automatically invest the change. It allows customers to automatically invest in a low-cost, diversified portfolio of exchange-traded funds offered by some asset managers including Vanguard and BlackRock. Acorns was founded in 2012 and is headquartered in Irvine, California.
Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition. Through the power of software, the company delivers high-yield saving, diversified investing, and low-cost loans to help both sophisticated and new investors learn, lower costs, and grow wealth. Wealthfront is one of the highest rated financial apps in the Apple App Store and has been named Best Automated Investment App, Best Overall Robo-Advisor, and Best Robo-Advisor for Goal Planning by Investopedia (2022), Best Cash Management Account and Best Investing App by Bankrate (2023), Best Robo-Advisor for Portfolio Options by NerdWallet (2023), and Best Robo-Advisor for DIY Financial Planning by Forbes (2023). The company currently oversees more than $30 billion for over 500,000 clients in the US.
M3 is a technology company with a focus on qualitative research, utilizing remote project managers to help drive their projects forward.
Propel develops a platform that manages, builds and grows finances. It offers financial advisories and investment assistance. Propel is based in Bengaluru, India.