My Robo Adviser

Finance · United States · 11-50 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Software Securities Trading Financial Software
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About My Robo Adviser

Embark Invest is an online investment advisory service that provides a user-friendly automated platform, along with a team of CFP® professionals, to assist clients in achieving their personal financial goals. Their offerings include automated deposits, trading, rebalancing, and tax loss harvesting, catering to a diverse range of investors through six uniquely themed goals-based portfolios. These portfolios are designed to match individual needs and risk tolerances, utilizing a disciplined investment philosophy similar to those of large university endowments. With no minimum investment required, Embark makes getting started accessible while offering potential investors the chance to connect with advisers for personalized guidance.Explore more
My Robo Adviser's Social MediaPopular SearchesMy Robo AdviserETF Model Solutions LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

My Robo Adviser

<$5M
11-50
Private
-
-
N/A
$5.2M
11-50
Private
-
2015
OT
Olivia TatiFounder & CEO
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2018
MW
Matthew WoodliefManager, Operations & Investment Advisor & Representative
<$5M
1-10
Private
-
2014
Mark Alcorn, President & Wealth Advisor at Diversified Wealth Management Solutions
Mark AlcornPresident & Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

My Robo Adviser is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

My Robo Adviser is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about My Robo Adviser.

My Robo Adviser Tech Stack

A closer look at the technologies used by My Robo Adviser

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Frequently Asked Questions Regarding My Robo Adviser

What is My Robo Adviser's official website?
My Robo Adviser's official website is www.myroboadviser.com
What is My Robo Adviser's Revenue?
My Robo Adviser's revenue is <$5 Million
What is My Robo Adviser's SIC code?
My Robo Adviser's SIC: 62,628
What is My Robo Adviser's NAICS code?
My Robo Adviser's NAICS: 52,523
How many employees does My Robo Adviser have?
My Robo Adviser has 11-50 employees
What industry does My Robo Adviser belong to?
My Robo Adviser is in the industry of: Finance, Software, Securities Trading
What is My Robo Adviser competition?
My Robo Adviser top competitors include: Diversified Wealth Management Solutions, Private Wealth Management of North Carolina, Wealth Advisory Services, Murphy Wealth Management
What technology does My Robo Adviser use?
Some of the popular technologies that My Robo Adviser uses are: Microsoft 365, GoDaddy DNS, GoDaddy SSL Certificates, GoDaddy Web Hosting
What does My Robo Adviser do?

Embark Invest is an online investment advisory service that provides a user-friendly automated platform, along with a team of CFP® professionals, to assist clients in achieving their personal financial goals. Their offerings include automated deposits, trading, rebalancing, and tax loss harvesting, catering to a diverse range of investors through s... ix uniquely themed goals-based portfolios. These portfolios are designed to match individual needs and risk tolerances, utilizing a disciplined investment philosophy similar to those of large university endowments. With no minimum investment required, Embark makes getting started accessible while offering potential investors the chance to connect with advisers for personalized guidance.Read More

What are My Robo Adviser social media links?
My Robo Adviser Linkedin page
Is My Robo Adviser a public company?
My Robo Adviser is private company therefore does not currently have an official ticker symbol
See more information about My Robo Adviser

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