Boston, January 28, 2016 – Digital investing firms challenge conventional investing. Collaborative investing firms are aggregating investor holding information and sentiment and simplifying the investor interface, while “Sherpa” investment firms facilitate investing for the uninitiated. These two types of firms reach investors by the tens and hundreds of thousands, and in a few cases by the millions.
This report evaluates the value propositions and offerings of 15 firms within the larger digital investment revolution: 10 collaborative investing firms (Kapitall, Nvestly, Openfolio, Quantopian, Scutify, Seeking Alpha, SprinkleBit, StockTwits, TradingView, and Vetr) and five Sherpa investing platforms (Marketfy, Profitly, T3 Live, tastytrade/dough, and Tradespoon). This report draws its insights from Aite Group interviews and public information about the 15 firms profiled. This is the second report in a series on digital investing firms—see the first report here.