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The Robo Report® @TheRoboReport

The Robo Report® is an ongoing study that monitors the most well-known robo advisors. Subscribe for our free quarterly report!

Joined June 2017
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The 38th edition of The Robo Report® and 16th edition of The Robo Ranking® been released! Check out the latest Ranking commentary here: condorcapital.com/the-robo-r… #FinTech #RoboAdvisor #Investments #Finance

Robo Ranking

Highlights Fidelity Go wins Best Overall Robo, offering stellar performance, competitive fees, no minimum investment, and robust features. The winners of Best Robo for Digital Financial Planning,...

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The 37th edition of The Robo Report® has been released! Check out the latest performance commentary: condorcapital.com/the-robo-r… #FinTech #RoboAdvisor #Investments #Finance

Performance Commentary

Backdrop  The S&P 500 Index gained 8.11% in the third quarter of 2025, a continuation of the strong second quarter performance. The index notched 23 new all-time highs in the quarter. Continued...

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Featured in Barron’s: insights from @CondorCapital's David Goldstone on Robinhood’s evolving advice strategy and its impact on the competitive landscape. Full article: barrons.com/advisor/articles… #RoboAdvisor #Investments

Robinhood Robo-Advisor Hits $1 Billion in Assets 6 Months After Launch

The company’s digital advice service is gaining traction with customers.

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The 36th edition of The Robo Report® and 15th edition of The Robo Ranking® have been released! Check them out here: condorcapital.com/the-robo-r… #FinTech #RoboAdvisor #Investments #Finance

The Robo Report

We invest in, track, and monitor 50 robo advisor accounts at various providers to bring transparency to the evolving robo advisor industry.

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UBS is set to close its robo-advisor, UBS Advice Advantage, joining a broader industry trend of major banks retreating from purely digital advisory services. Full article: barrons.com/advisor/articles… #WealthManagement #DigitalAdvice #FinancialPlanning

UBS to Close Robo-Advisor. It’s the Latest Big Bank to Throw in the Towel.

The company launched the robo-advisor in 2018, aiming to serve clients with smaller sums to invest.

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We're proud to share that our Manager of Investment Research was featured in a recent Financial Advisor IQ article discussing the evolving landscape of robo-advisors and how they fare against traditional financial advising. Read the full article here: financialadvisoriq.com/c/484…

Robo-Advisors Add Services but Struggle to Upend Human FAs

Robo-Advisors Add Services but Struggle to Upend Human FAs

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Our Manager of Investment Research, David Goldstone, recently weighed in with his insights in @RIABiz's coverage of @RobinhoodApp's latest RIA initiative. Read the whole piece here: riabiz.com/a/2025/4/22/robin… #WealthManagement #RoboAdvice #Fintech

Robinhood's surefire 'RIA' play -- custody and robo-advice -- just got shakier as its 'betting'...

'DNA' and rule issues are real but legal sources say Congress could soon make the firm's gambling foray a moot point.

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The First Quarter 2025 Robo Report® has been released! Check out our latest Report here: condorcapital.com/the-robo-r… #FinTech #RoboAdvisor #Investments #Finance
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David Goldstone, our Manager of Investment Research, was quoted in Citywire's recent article discussing Betterment's strategic move into self-directed investing. This development marks a significant shift in the digital wealth management landscape. citywire.com/ria/news/whats-…
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Our Research Manager, David Goldstone, was quoted in RIABiz's recent article discussing Betterment's fee adjustments and their implications for the robo-advisory industry. Check out his insights on the robo landscape: riabiz.com/a/2025/4/5/better… #RoboAdvisors #WealthManagement

Betterment trims fee despite 'no pressure,' and can still upcharge 160% over robo fee by upselling...

The New York robo imposed 65 basis points in 2024 on humanized $1-million-plus accounts, but is not competing with RIAs and 'never has been'

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We are pleased to share that our research has been featured in @Kiplinger's latest article on choosing the best robo-advisor. Understanding how to navigate the investment landscape is more important than ever. Read the full article here: kiplinger.com/investing/how-… #RoboAdvisors

How to Pick the Best Robo Adviser For You

Use Kiplinger's guide to the best robo advisers to assess the growing array of low-cost, computer-driven investment managers and decide which one works for you.

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The Fourth Quarter 2024 Robo Report® and Winter 2025 Robo Ranking® have been released! Check out our latest Report here: condorcapital.com/the-robo-r… #FinTech #RoboAdvisor #Investments #Finance

The Robo Report

We invest in, track, and monitor 50 robo advisor accounts at various providers to bring transparency to the evolving robo advisor industry.

condorcapital.com
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Our Manager of Investment Research, David Goldstone, was quoted in this @barronsonline article exploring Vanguard's and Robinhood's latest moves in the wealth management space. Read the full article: barrons.com/advisor/articles… #FinancialPlanning #WealthManagement

What Vanguard and Robinhood Have in Common Might Surprise You

Two very different companies are expanding in the same area of financial services.

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Our data was recently featured in @ThinkAdvisor's article on the 10 best-performing robo-advisors for Q3 2024. We're proud to contribute to insights that help investors make informed decisions about automated investment solutions. Read the article here: thinkadvisor.com/2024/11/20/…

10 Best Performing Robo-Advisors: Q3 2024

Two recent platform closures show the difficulty in profiting from automated advice for the masses, Condor Capital says.

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David Goldstone, our Manager of Investment Research, was cited in a recent @barronsonline article discussing @SoFi's addition of alternative investments to its robo-advisor platform. Read the article to learn more: barrons.com/advisor/articles… #RoboAdvisors #AlternativeInvestments

SoFi Debuts Revamped Robo-Advisor: New Fee, More Investment Options

The company’s digital advice offering will now charge a fee in line with competitors.

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The 33rd edition of The Robo Report® has been released! Check out our latest Report here: condorcapital.com/the-robo-r… #FinTech #RoboAdvisor #Investments #Finance

The Robo Report

We invest in, track, and monitor 50 robo advisor accounts at various providers to bring transparency to the evolving robo advisor industry.

condorcapital.com
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The 32nd edition of The Robo Report® and the 13th edition of The Robo Ranking® have been released! Check out our latest Report here: condorcapital.com/the-robo-r… #FinTech #RoboAdvisor #Investments #Finance

The Robo Report

We invest in, track, and monitor 50 robo advisor accounts at various providers to bring transparency to the evolving robo advisor industry.

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Our latest research was featured in @barronsonline! See how our in-depth analysis and data helped shape the ranking of the best robo-advisors for 2024. #RoboAdvisors #Finance #Investments barrons.com/articles/best-ro…

The Best Robo-Advisors of 2024

Robo-advisors continue to pull in new assets, but the revolution has hit a snag. Plus, Barron’s latest ranking of best robos.

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High interest rates have reshaped the financial landscape, providing unexpected boosts to struggling robo-advisors. This @Forbes article citing research from The Robo Report delves into how these changes have spurred growth in the industry. #RoboAdvisor forbes.com/sites/jeffkauflin…
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What is the current 2024 robo-advice landscape like? Our CEO, Ken Schapiro, contributes his expertise to help you understand the future of automated investment advice and its potential impact on your financial planning. #RoboAdvisor #Finance #Fintech aaii.com/journal/article/211…

2024 Robo-Advice Landscape: Industry Shifts and Leading Platforms

Increased fees at one robo-adviser and the shuttering of two robos at large firms illustrate the difficulty of making a profit while offering advisory services at rock-bottom prices.

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