Brad Blazar, director of national accounts at VENTURE.co
NEW YORK CITY—It should be no surprise that leading wealth advisors, including Charles Schwab, Vanguard and others, have taken their advisory platforms online. Betterment, an online robo-advisor, has only been in existence since 2008 but now manages $16.4 billion in assets under management. Realty Mogul, Rich Uncles and other real estate platforms raising capital online have raised millions.
How can an online advisory provider like Betterment attain considerably more AUM than many brick-and-mortar advisory firms that have been around for 50 years or more? The answer: effective technology and an online presence.
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