B
12

That $5K 'AI wealth management' platform I laughed at - turns out it was real

A buddy from Vancouver kept pushing this small Canadian fintech startup's robo-advisor thing back in March. I figured it was just another get-rich-quick scheme wrapped in buzzwords. But I finally tried their free trial after he showed me his actual portfolio returns over 18 months - nothing crazy, just solid 8% gains with minimal fees. What convinced me was when I called their support and got a real person who walked me through the algorithm's risk model without any sales pitch. Has anyone else had a fintech tool that surprised you after you wrote it off?
2 comments

Log in to join the discussion

Log In
2 Comments
milaw14
milaw141mo ago
Did you read that CBC article about how their algorithm works differently than the big banks?
4
milaw14
milaw141mo ago
That CBC piece made me actually look at their fee structure differently too.
4