IllumiRate / Finance / Investing

Finance : Investing


1 - 31 of 31 entries.

  • Vanguard
    Large investment companies with more than $3 trillion in global assets invested. They offer mutual funds, IRAs, EFTs and 401(k) plans.
  • Betterment
    Automated investing service that aims to provide optimized investment returns for individual, IRA, 401k & rollover accounts. The company was founded in 2008 by Jon Stein & Eli Broverman.
  • BlackRock
    Large asset manager guiding individuals, financial professionals & institutions in building better financial futures. The company was founded in 1988 as a risk management & fixed-income asset management firm for institutional clients.
  • BNY Mellon
    Global American financial services & banking corporation founded in 2007 through the merger of Mellon Financial Corporation & The Bank of New York. They are known for managing & servicing the investments of institutions & high net-worth individuals.
  • Bogleheads
    Investment advice community & reference resource inspired by Vanguard founder & investor advocate John Bogle.
  • Bridgewater Associates
    Institutional asset & investment management firm founded by Ray Dalio in 1975. They manage over $100 billion in assets for hundreds of large & sophisticated institutional clients.
  • Charles Schwab
    Investment, retirement & financial services company founded in April of 1971 as First Commander Corporation by Charles R. Schwab.
  • Equitile Investments
    UK fund management firm founded by Andrew McNally & George Cooper.
  • Fidelity Investments
    An online trading brokerage founded in 1946 which offers IRAs & retirement planning, mutual funds, ETFs & more to help investors meet their goals.
    The Financial Industry Regulatory Authority is a private corporation which acts as a regulatory body for brokerage firms and exchange markets.
  • Goldman Sachs
    A leading global investment banking which was founded in 1869. The securities and investment management firm that provides a wide range of financial services to a substantial and diversified base of clients.
  • Greater Fool
    Garth Turner's blog & book sharing investment insights & highlighting some of the more irrational investment decisions shared by people across Canada.
  • Institutional Investor
    A leading monthly global finance magazine, focused primarily on international finance & known for its extensive industry research and rankings. The magazine was founded in 1967.
    Website operated by the SEC which offers tools to check investment professionals, interactive research tools & other objective resources for the average investor.
  • Moneychimp
    Offers articles & interactive features which explain investing & personal finance using clear & concise language.
  • Motif
    An online brokerage built on thematic portfolios, of up to 30 stocks & ETFs, which can be customized and traded at discount prices.
  • Northern Trust
    American financial services company founded in 1889 by Byron Laflin Smith. They specialize in wealth management, asset management & asset servicing.
  • Oaktree Capital
    Global asset management firm which specializes in alternative investment strategies including distressed credit. The company was founded in April of 1995 by Howard Marks, Bruce Karsh, Steve Kaplan, Larry Keele, Richard Masson & Sheldon Stone.
  • Pensions & Investments
    International newspaper of money management founded in 1973 which is written for pension, portfolio & investment management executives.
  • Personal Capital
    Wealth management firm offering online asset management & investment advice & strategies. The company was founded on July 1, 2009 by Louie Gasparini, Bill Harris & Rob Foregger.
  • Raisin
    A leading European deposit marketplace which allows customers to achieve higher interest rates with their savings. The company was founded as SavingGlobal in 2013 by Frank Freund, Michael Stephan & Tamaz Georgadze.
  • Saxo Bank
    Fully licensed & regulated Danish bank specialising in online trading & investment across global financial markets. The brokerage company was founded in 1992 by Lars Seier Christensen, Kim Fournais & Marc Hauschildt.
    Official website of the United States Securities and Exchange Commission. They enforce federal securities laws to protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation.
  • SIPC
    The Securities Investor Protection Corporation is a non-profit organization which helps investors recover some of their losses in the event their broker-dealer fails.
  • State Street
    Global American financial services company which provides investment management, servicing & administration; research & trading; & financial data analytics for institutional investors.
  • The American Association of Individual Investors
    AAII provides the education & guidance needed to build & manage investment wealth. They offer coverage of stocks, ETFs, mutual funds & bonds.
  • The Investor's Podcast
    Show by Preston Pysh & Stig Brodersen which studies the books & ideas that billionaires write & read.
  • UBS
    Global Swiss financial services firm operating in over 50 countries. They are well known for wealth management, asset management & investment banking services.
  • Wealthfront
    Automated wealth management & investment service founded in 2008 by Andy Rachleff & Dan Carroll.
  • Wealthsimple
    Automated investment platform founded in 2014 by Michael Katchen. They provide an easy-to-use approach to build a diversified portfolio of low-fee funds in minutes.
  • YCharts
    A modern financial data research platform offering financial tools such as stock screening, charting, an Excel add-in & in-depth data for more than 20,000 stocks, 40,000 funds, 10,000 indices & 200,000 economic indicators.

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Last Updated: 23-Jun-2018