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The ETF Store

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Robo-advisory platform offering portfolio management for wealth managers.

Overview

The ETF Store is a fintech company that offers robo-advisory services aimed at wealth managers. It employs automated, algorithm-driven investment strategies to provide portfolio management and financial planning services. The services are designed to assist clients in reaching their financial objectives while focusing on cost efficiency and return optimization. The platform is compatible with existing wealth management systems, which facilitates the delivery of personalized investment advice on a larger scale. The ETF Store targets everyday investors and highlights transparency, ongoing communication, and educational resources to aid in informed decision-making. The company adheres to a fiduciary standard, prioritizing client interests, and utilizes a global asset allocation strategy to enhance investment diversification.

Key facts

Founded
2008

Business model

Contact

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About The ETF Store

What does The ETF Store do?

The ETF Store is a fintech company that offers robo-advisory services aimed at wealth managers.

Where is The ETF Store headquartered?

The ETF Store is headquartered in Kansas City, United States.

When was The ETF Store founded?

The ETF Store was founded in 2008.

Which sector is The ETF Store in?

The ETF Store operates in Wealth Technology, part of Financial Technology.

Who are The ETF Store's competitors?

Companies similar to The ETF Store include Schwab Intelligent Portfolio, Robo Advisors, and Robo Advisor.