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by massappeal 4321 days ago
I don't know about 'disruptive', but I know there are companies like WealthFront and SimpleBank are in the private banking/wealth management space
1 comments

Seconding Wealthfront (and Betterment as a similar service). Both seem like a great idea.

~$1B AUM each, Fee-free past a certain level of invested capital ($100k maybe), no-load index investing, automatic tax-loss harvesting, etc.

Wealthfront is very interesting (had come across it a while ago actually). Although mainly focused on investment management. Really looking to see if some startups are trying to disrupt the more "traditional" private banking field, that you would have access when you have usually $1m+ in cash.