IllumiRate / Finance / Investing

Finance : Investing


1 - 21 of 21 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.
  • 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.
  • Charles Schwab
    Investment, retirement & financial services company founded in April of 1971 as First Commander Corporation by Charles R. Schwab.
  • 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.
  • Investopedia
    Financial term dictionary and investment educational website. It publishes information ranging from market news to retirement strategies.
  • 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.
  • 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.
  • 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.
  • 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: 22-Jun-2017