Ask HN: Any disruptive startups in wealth management?

by stangeek on 8/16/2014, 5:49 PM with 5 comments

Hi,

With more and more millionaires in the world, but with more diverse profiles, this market seems like a good one to tackle.

Are you aware of any disruptive ideas / startups in wealth management?

I'm not talking asset management here (so not interested in quant startups etc.) or retail banking - here I'm really interested in efforts that have been made (or not) to reinvent private banking.

Thoughts?

  • by massappeal on 8/16/2014, 5:58 PM

    I don't know about 'disruptive', but I know there are companies like WealthFront and SimpleBank are in the private banking/wealth management space

  • by izyda on 8/16/2014, 7:29 PM

    Addepar is a wealth management platform started by Joe Lonsdale. https://addepar.com/