Online PMs / Robo Platforms
Digital-first portfolio management platforms and model marketplaces — Envestnet, Schwab Intelligent Portfolios, Altruist Model Marketplace, Betterment Advisor Solutions, Wealthfront and similar.
We currently map 14 vendors in online pms / robo platforms within investment management, 4 with detailed profiles covering funding, size, and positioning. The landscape below shows who leads, who challenges, and how each platform approaches the problem.
Quick quiz
5 questions · anonymousHow the work actually gets done
The top software vendors firms use here, and the features those tools actually ship.
Market landscape
Also covers this
These platforms are catalogued elsewhere but ship online pms / robo platforms as part of the product — worth seeing when you shortlist.
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