Firm Name | Address | Phone | Website | |
Betterment | 61 W. 23rd Street, Fifth Floor, New York, NY 10010 | 1-888-428-9482x | support@betterment.com | https://www.betterment.com |
JemStep | 5150 El Camino Real, Suite C20, Los Altos, CA 94022 | (650) 966.6500x | ria@jemstep.com | https://www.jemstep.com/ |
Motif | P.O. Box 3548, Rancho Cordova, CA 95741 | 1-855-586-6843x | service@motifinvesting.com | https://www.motifinvesting.com/ |
Trizic | San Francisco, CA | http://www.trizic.com/ | ||
Upside | hello@upsideadvisor.com | http://www.upsideadvisor.com/ | ||
Vanare NestEgg | 229 West 43rd Street, 8th floor, New York, NY 10036 | info@vanare.com | http://www.vanare.com/roboadvisor |
Note: RIA in a Box LLC is not a law firm, investment advisory firm, or a CPA firm. RIA in a Box LLC does not provide legal advice or opinions to any party or client. You should always consult your relevant regulatory authorities as this information should not be relied upon as currently accurate. This information is provided for educational purposes only and is not an exhaustive list of regulatory requirements.