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The Emergence of 
the Robo-Advisor 
The Growing Trend of 
Automating Asset Allocation 
Strategies
It all started with a game 
❖ kaChing is was a popular 
virtual investing game on 
Facebook
and a Stanford professor 
❖ Andy Rachleff, founder of 
Benchmark Capital, takes up 
management of kaChing
Funny story 
circa 2009 
@#$%^!!!
Fast forward to 2014 
And now… 
Wealthfront is the largest robo-advisor in 
the world and manages over $1.5 billion
So, what is a robo-advisor?
“Robo-advisors are a class of financial advisor that 
provides portfolio management online with 
minimal human interventio...
Robo-advisors going after plain-vanilla, asset allocation 
❖ Robb-Advisors going after the 
low-end of brokerage/RIA 
busi...
Who are the players?
Asset Managers
Portfolio Apps
Algorithmic Portfolio Management 
❖ Platforms like Collective2 and 
Covestor allow investors to 
synch their brokerage acc...
What’s driving robo growth?
The incumbents are 
coming 
Schwab, Vanguard, et al following with 
their own offerings
Any questions?
Rise of the Robo Advisors: The Growing Trend of Automating Asset Allocation Strategies
Rise of the Robo Advisors: The Growing Trend of Automating Asset Allocation Strategies
Rise of the Robo Advisors: The Growing Trend of Automating Asset Allocation Strategies
Rise of the Robo Advisors: The Growing Trend of Automating Asset Allocation Strategies
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Rise of the Robo Advisors: The Growing Trend of Automating Asset Allocation Strategies

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Companies like Wealthfront and Betterment have garnered billions of investor dollars as individuals search out a cheaper, easier, technology solution to managing their money. In this presentation, Zack Miller describes the emergence of the robo advisors, who the top competitors are, and where the market is headed.

Published in: Business

Rise of the Robo Advisors: The Growing Trend of Automating Asset Allocation Strategies

  1. 1. The Emergence of the Robo-Advisor The Growing Trend of Automating Asset Allocation Strategies
  2. 2. It all started with a game ❖ kaChing is was a popular virtual investing game on Facebook
  3. 3. and a Stanford professor ❖ Andy Rachleff, founder of Benchmark Capital, takes up management of kaChing
  4. 4. Funny story circa 2009 @#$%^!!!
  5. 5. Fast forward to 2014 And now… Wealthfront is the largest robo-advisor in the world and manages over $1.5 billion
  6. 6. So, what is a robo-advisor?
  7. 7. “Robo-advisors are a class of financial advisor that provides portfolio management online with minimal human intervention.” –Wikipedia
  8. 8. Robo-advisors going after plain-vanilla, asset allocation ❖ Robb-Advisors going after the low-end of brokerage/RIA business with automated asset allocation ❖ $? < 25 bps
  9. 9. Who are the players?
  10. 10. Asset Managers
  11. 11. Portfolio Apps
  12. 12. Algorithmic Portfolio Management ❖ Platforms like Collective2 and Covestor allow investors to synch their brokerage accounts to an automated trading strategy
  13. 13. What’s driving robo growth?
  14. 14. The incumbents are coming Schwab, Vanguard, et al following with their own offerings
  15. 15. Any questions?

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