AI-Powered Wealth Management Tools for 2024

Haliys Smit

Betterment: Uses AI to offer personalized investment portfolios and automate financial planning for users.

Wealthfront: Provides AI-driven financial planning, automated savings, and optimized investment strategies for long-term growth

SigFig: Combines AI with human expertise to offer personalized investment advice and automated portfolio management

Schwab Intelligent Portfolios: AI powers its automated investing and rebalancing based on individual goals and risk preferences

Ellevest: Leverages AI for gender-specific financial goals, offering tailored investment solutions for women

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