What
Software-based investment management.
Disrupting
Traditional brokerage companies, private banks and wealth managers.
What
Software-based investment management.
Disrupting
Traditional brokerage companies, private banks and wealth managers.
Headquarters: Palo Alto, Calif.
CEO: Andrew Rachleff
Year Founded: 2008
Number of Employees: 22
Funding: $30.5 million
Key Investors: Index Ventures, Greylock Partners, DAG Ventures and The Social + Capital Partnership
"A disruptive product addresses a market that previously couldn’t be served—a new-market disruption—or it offers a simpler, cheaper or more convenient alternative to an existing product—a low-end disruption. It is uneconomic for an incumbent to compete with either type of product, which is why it is such an important advantage."