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Automated Investment Service

Automated investment services are platforms that automate your investment portfolio and try to help you reduce fees, increase efficiencies and streamline your process through a simple computerized interface.

Risk Level
Attention Free
Deposit Requirement

Online Investment Providers

  Name Account Management Type Introduction Managed Assets Portfolio Composition Free Trial Free Under Balance Minimum Account Balance  
s.investmentProvider.displayName Wealthfront Fully Automated Platform

Video Introduction - Wealthfront

$1.55B ETFs & Stocks $10000 $5000
Wealthfront is the largest and fastest growing automated investment service. It combines world-class financial expertise and leading edge technology to provide sophisticated investment management at prices affordable for everyone.
Optimizations
  • Automatic Rebalancing
  • Automatic Tax Loss Harvesting
  • Tax Optimized Portfolio Design
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
(2 rated)
My Rating
reviews / comments
  • Watch Video
  • View Details
  • Get Started
  • Close
s.investmentProvider.displayName Betterment Fully Automated Platform

Video Introduction - Betterment

$850M ETFs - $0
Betterment is a goal-based online investment company, delivering personalized financial advice paired with low fees and customer experience.
Optimizations
  • Automatic Rebalancing
  • Automatic Tax Loss Harvesting
  • Automatic Specific Tax Lot Selection
  • Tax Optimized Portfolio Design
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
not enough ratings
My Rating
reviews / comments
  • Watch Video
  • View Details
  • Get Started
  • Close
s.investmentProvider.displayName Personal Capital Advisor-Executed Trades

Video Introduction - Personal Capital

$800M ETFs & Stocks - $100000
Personal Capital uses technology to revolutionize the financial industry by making it more affordable, accessible, and honest. Our services combine free tools that gather and analyze all of your financial data, with a financial advisor to help manage and grow your investments.
Optimizations
  • Automatic Rebalancing
  • Automatic Tax Loss Harvesting
  • Automatic Specific Tax Lot Selection
  • Rebalance Recommendations
  • Tax Optimized Portfolio Design
  • Tax Loss Harvesting Recommendations
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
not enough ratings
My Rating
reviews / comments
  • Watch Video
  • View Details
  • Get Started
  • Close
s.investmentProvider.displayName SigFig Fully Automated Platform $59.5M ETFs - $2000
SigFig provides data-driven investment advice and real-time view of users investments, across all their accounts.
Optimizations
  • Automatic Rebalancing
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
not enough ratings
My Rating
reviews / comments
  • View Details
  • Get Started
  • Close
s.investmentProvider.displayName FutureAdvisor Self-Executed Trades

Video Introduction - FutureAdvisor

$14B ETFs & Stocks - $0
FutureAdvisor is a registered investment advisory firm that manages a users existing IRA, 401(k), and other investment accounts.
Optimizations
  • Rebalance Recommendations
  • Tax Optimized Portfolio Design
  • Tax Loss Harvesting Recommendations
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
not enough ratings
My Rating
reviews / comments
  • Watch Video
  • View Details
  • Get Started
  • Close
s.investmentProvider.displayName MarketRiders Self-Executed Trades $4B ETFs - $0
MarketRiders is an online service enabling anyone to join an exchange traded fund.
Optimizations
  • Rebalance Recommendations
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
not enough ratings
My Rating
reviews / comments
  • View Details
  • Get Started
  • Close
s.investmentProvider.displayName JemStep Self-Executed Trades

Video Introduction - JemStep

$7M ETFs $25000 $0
Jemstep.com is an online investment advisor that helps people save more money for their retirement.
Optimizations
  • Rebalance Recommendations
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
not enough ratings
My Rating
reviews / comments
  • Watch Video
  • View Details
  • Get Started
  • Close
s.investmentProvider.displayName Motif Investing Advisor-Executed Trades

Video Introduction - Motif Investing

- Stocks - $250
Motif Investing is a different kind of online broker. A motif is a portfolio of up to 30 stocks that reflect real-world trends and investment.
Optimizations
  • Automatic Rebalancing
  • Rebalance Recommendations
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
not enough ratings
My Rating
reviews / comments
  • Watch Video
  • View Details
  • Get Started
  • Close
s.investmentProvider.displayName AssetBuilder Advisor-Executed Trades $616M Stocks - $50000
AssetBuilder is a SEC-registered Investment advisory firm that has developed statistically efficient Building Block portfolios using Dimensional Advisor funds.
Optimizations
  • Automatic Rebalancing
  • Automatic Tax Loss Harvesting
  • Tax Optimized Portfolio Design
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
not enough ratings
My Rating
reviews / comments
  • View Details
  • Get Started
  • Close
s.investmentProvider.displayName Hedgeable Fully Automated Platform $2.56B ETFs - $5000
Hedgeable is democratizing the asset management industry by bringing the kind of sophisticated platform typically available to the ultra-high net worth to the masses.
Optimizations
  • Automatic Rebalancing
  • Automatic Tax Loss Harvesting
  • Tax Optimized Portfolio Design
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
not enough ratings
My Rating
reviews / comments
  • View Details
  • Get Started
  • Close
s.investmentProvider.displayName Financial Guard Fully Automated Platform

Video Introduction - Financial Guard

- ETFs - $0
Financial Guard is an online investment manager that implements investment-related ideas.
Optimizations
  • Rebalance Recommendations
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
not enough ratings
My Rating
reviews / comments
  • Watch Video
  • View Details
  • Get Started
  • Close
s.investmentProvider.displayName eSavant Fully Automated Platform $4.1B ETFs - $50000
Savant Capital Management is an independent, fee-only wealth management firm helping clients work toward maximizing their assets, enhancing the quality of their lives, and realizing personal and financial goals.
Optimizations
  • Automatic Rebalancing
  • Automatic Tax Loss Harvesting
  • Tax Optimized Portfolio Design
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
not enough ratings
My Rating
reviews / comments
  • View Details
  • Get Started
  • Close
s.investmentProvider.displayName Financial Engines Fully Automated Platform

Video Introduction - Financial Engines

$8.82B ADRs & Mutual Funds - $10000
Financial Engines is an online investment manager providing retirement account services for individuals
Optimizations
  • Automatic Rebalancing
  • Automatic Tax Loss Harvesting
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
not enough ratings
My Rating
reviews / comments
  • Watch Video
  • View Details
  • Get Started
  • Close
s.investmentProvider.displayName Edelman Financial Services Fully Automated Platform $13.6B ETFs & Mutual Funds - $5000
Accounts at Edelman Financial Services GPS are managed via advisor-executed trades which means investments, trades, and re-balancing strategies are identified by platform-integrated investment algorithms, but are reviewed and executed by a registered financial adviser.
Optimizations
  • Automatic Rebalancing
  • Automatic Tax Loss Harvesting
  • Tax Optimized Portfolio Design
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
not enough ratings
My Rating
reviews / comments
  • View Details
  • Get Started
  • Close
s.investmentProvider.displayName WiseBanyan Fully Automated Platform

Video Introduction - WiseBanyan

$13.8M ETFs - $0
WiseBanyan is the world's first free online financial advisor
Optimizations
  • Automatic Rebalancing
Mobile Support
Expert Ratings
None
User Impressions
User Ratings
not enough ratings
My Rating
reviews / comments
  • Watch Video
  • View Details
  • Get Started
  • Close
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