Software-only Wealthfront raises $75 million

The company has grown through a low-cost and freemium model for first-time investors and aggressive expansion into new areas, including financial planning and credit services.


UBS SmartWealth wins award

Investments are managed by the same global team of experts who manage the wealth of UBS’s high-net-worth client base.


Fintech Pioneer Sees Money in the Masses

CreditEase, with its roots in microlending, has quickly expanded into wealth management and offering other financial services since it was founded in 2006


A Tech Nerd Meets a Jewelry Designer...

He also holds several patents and is credited for being the creator of Heatmap technology, used in a wide array of analytics and reporting all over the world.