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Firmographics
Headcount
620
Founded
2010
Industry
financial services
Location
New York, New York, United States
Web & CRM stack
Site technology
HubSpot CMS
CRM detected
Salesforce; HubSpot; Mailchimp (+ Zendesk)
AI search visibility
Times cited
3
Branded query
Appears
Non-branded query
Appears
Notes
Cited as leading robo-advisor in multiple investment and fintech queries
Activity signals
Recent blog activity
Current copyright year
Upcoming events listed
Any recent site activity
Credibility violations 3
- —generic stock imagery
- —buried/missing contact
- —cluttered layout