行业动态

综合金融代理平台排名

财富管理

嘉信理财 (Charles Schwab)

先锋基金 (Vanguard)

富达投资 (Fidelity Investments)

美林证券 (Merrill Lynch)

摩根大通资产管理 (JPMorgan Asset Management)

经纪平台

嘉信理财 (Charles Schwab)

Interactive Brokers

德美利证券 (TD Ameritrade)

先锋基金 (Vanguard)

富达投资 (Fidelity Investments)

机器人理财

Wealthfront

Betterment

SoFi Automoney

Acorns

Ally Invest Robo Portfolios

4. 保险代理人

Allstate

State Farm

Farmers Insurance

Liberty Mutual

Progressive

5. 贷款平台

Rocket Mortgage

Quicken Loans

Ally Bank

SoFi

Better

6. 税务准备服务

TurboTax

H&R Block

Jackson Hewitt

TaxSlayer

Intuit ProSeries

7. 抵押贷款中介

Quicken Loans

Rocket Mortgage

Fairway Independent Mortgage Corporation

Angel Oak Mortgage Solutions

Churchill Mortgage

8. 信用报告和监控服务

Experian

TransUnion

Equifax

Credit Karma

NerdWallet

9. 投资研究平台

FactSet

Bloomberg

Capital IQ

Refinitiv

S&P Global Market Intelligence

10. 金融科技公司

PayPal

Venmo

Stripe

Square

Lemonade