Artificial Intelligence

List of the top 10 roboadvisor CEOs

close

Email a Friend

List of the top 10 roboadvisor CEOs

In our age of fintech innovation, a lot of interest is being given to automated investment management platforms. Called roboadvisors, these platforms are attracting billions of dollars from retail investors’ portfolios. With cutthroat low fees and a lot of attention spent on investor experience, roboadvisers have attracted their fair share of competition from incumbent asset managers, including offerings from Schwab and Vanguard.

But who’s running these firms? Are they hardened financial industry professionals or are these entrepreneurs disrupting the asset management industry from the outside?

Tradestreaming has prepared a list of the top roboadvisor CEOs. Feel free to upvote who you think deserves top billing or add in a CEO we may have missed.

0 comments on “List of the top 10 roboadvisor CEOs”

Artificial Intelligence, Payments

A deep dive into how Amex’s new Frontier Research Team is using AI and ML to build better modeling solutions

  • In this deep dive, we explore the role of Amex’s newly formed Frontier Research Team — where it sits within the organization and how it helps surface emerging AI use cases.
  • We also look at the team’s learning culture, and the tools and resources that empower its data scientists to stay sharp, inquisitive, and continuously evolving.
Sara Khairi | April 10, 2025
Artificial Intelligence, Innovation, Lending, Modern Marketing

How Credit Unions are empowering their lending and marketing teams with Gen AI

  • Today's micro case studies focus on two CUs: First, how Commonwealth Credit Union is using Gen AI to improve lending intelligence. And secondly, how Duke University Federal Credit Union is using the tech for enhanced marketing content creation.
  • Both case studies show us how limited resources and budgets are driving small CUs towards Gen AI adoption.
Rabab Ahsan | April 08, 2025
Artificial Intelligence

The Future of Finance: Insights from Fintech Meetup and HumanX 2025

  • Fintech leaders share visions for AI-driven innovation and digital transformation in 2025.
  • Their insights reveal how technology is reshaping financial services while addressing privacy and regulatory challenges.
Aaron Singer | April 04, 2025
Artificial Intelligence, Banking, Podcasts

The story of Erica, Bank of America’s homegrown digital assistant

  • Bank of America's Hari Gopalkrishnan dives into how the bank developed its digital assistant and how its role has expanded over the years.
  • On the show, Hari speaks about the challenges the firm faced when building Erica and then takes his sights to the future, giving us a never-before-seen look at how one of the biggest banks in the industry is thinking of Gen AI.
Rabab Ahsan | April 01, 2025
Artificial Intelligence, Banking

GPT-4 faces a challenger: Can Writer’s finance-focused LLM take the lead in banking?

  • We often focus on chatbots built by banks and financial firms, but today, we explore the engines driving chatbot interactions and platform automation.
  • Banks typically turn to GPT-4 for LLM solutions, but a potential rival is emerging. San Francisco’s Writer, a gen AI company, is pushing forward in enterprise AI with domain-specific LLMs like Palmyra Fin.
Sara Khairi | March 06, 2025
More Articles