Robo-advisors' rise: Betterment and Wealthfront adoption (2008–2016)

1. Betterment founded to automate portfolio advice

   Jan 1, 2008Labels: Betterment, Automated advice

   • Betterment Wiki
   • CB Insights

2. Wealthfront’s corporate origins begin as kaChing

   Jan 1, 2008Labels: Wealthfront, kaChing

   • Wealthfront S 1

3. Financial crisis accelerates low-cost, online investing

   Sep 15, 2008Labels: 2008 financial, ETFs

   • Fed History

4. Betterment publicly launches at TechCrunch Disrupt

   Jun 1, 2010Labels: Betterment, TechCrunch Disrupt

   • Betterment Wiki

5. kaChing rebrands as Wealthfront

   Oct 20, 2010Labels: Wealthfront, Rebrand

   • Financial Planning
   • Wealthfront S 1

6. Wealthfront launches its automated investment service

   Dec 1, 2011Labels: Wealthfront, Automated advisor

   • TechCrunch

7. Robo-advisors compete on tax efficiency features

   Jan 1, 2013Labels: Robo-advisors, Tax-loss harvesting

   • Forbes
   • Betterment TLH

8. Wealthfront reports rapid AUM growth and funding

   Apr 2, 2014Labels: Wealthfront, Funding round

   • TechCrunch

9. Wealthfront reaches $1 billion AUM milestone

   Jun 4, 2014Labels: Wealthfront, 1 billion

   • Wealthfront Blog

10. Betterment closes funding as robo-advisor assets rise

    Feb 19, 2015Labels: Betterment, Funding

    • Globespan

11. Betterment surpasses 100,000 customers and $2.5B AUM

    Jul 29, 2015Labels: Betterment, Customers

    • TechCrunch

12. Betterment reaches roughly $3B AUM amid intensifying rivalry

    Dec 1, 2015Labels: Betterment, Competition

    • InvestmentNews

13. DOL issues fiduciary rule, boosting best-interest focus

    Apr 8, 2016Labels: DOL fiduciary, ERISA

    • Congress CRS

14. Betterment surpasses $5B AUM, signaling early-category maturity

    Jul 14, 2016Labels: Betterment, 5B AUM

    • Finovate