Wealth Management

Acorns - FinTech Freedom
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Description:

Acorns is a micro-investing app that allows individuals to round up purchases and automatically invest the change.  Acorns allows customers to automatically invest in a low-cost, diversified portfolio of exchange-traded funds.

Location:
Irvine, California
Personal Capital
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Description:

Personal Capital is an online financial advisor and personal wealth management company. Personal Capital combines online financial tools that provide transparency into your finances.

Location:
San Carlos, CA
PocketSmith
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Description:

PocketSmith is web-based finance software that enables its users to manage their budgets and forecast their finances.

Location:
Dunedin, Otago, New Zealand