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Digital Wealth Management<br />
Table of Contents<br />
I. Executive Summary .................................................................................................. 3<br />
II. Industry Overview and Trends ................................................................................ 6<br />
III. CEO Interviews ........................................................................................................ 28<br />
A. Jon Stein, Betterment<br />
B. Justin Balogh, Link Pacific Advisors<br />
C. Anton Honikman, MyVest<br />
D. Rob Foregger, NextCapital<br />
E. Nick Hungerford, Nutmeg<br />
F. Aaron Klein, Riskalyze<br />
G. Mike Sha, SigFig<br />
H. Richard Cancro & Alexey Sokolin, Vanare<br />
IV. Industry Landscape ................................................................................................ 66<br />
V. Selected Transactions ............................................................................................ 73<br />
VI. Company Profiles …..…………………………………………………………………… 79<br />
VII. Selected Transaction Profiles ………………..……………………………………… 111<br />
VIII. Overview of FT Partners ……………………………………………………………… 127<br />
Highly Confidential and proprietary information. Unauthorized distribution without prior consent from Financial Technology Partners LP or FTP Securities LLC (together “FT Partners”) is strictly prohibited.<br />
This communication should not be regarded as an offer to sell or as a solicitation of an offer to buy any financial product or service, nor is it an official confirmation of any transaction or representative<br />
of an official position or statement of Financial Technology Partners LP, FTP Securities LLC or any other related entity. FTP Securities LLC is a FINRA registered broker-dealer. © 2016
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