The Nummo Robo Ranking 2019 is an in-depth analysis and ranking of popular robo-advisors down to the portfolio level. It is designed to help average investors decide whether a robo-advisor is right for them, and if so, which portfolio may be a good fit for their specific needs.
Nummo at CES 2019
Our CEO, Roi Tavor, will be a featured speaker at the “Fintech meets Techfin” – The Digital Money Forum at CES 2019 in Las Vegas, Nevada. The panel will be moderated by Siri Srinivas of Draper Associates, and includes Tim Hong, CPO at MoneyLion, and Jason Mars, PhD, CEO of Clinc.
Top Money Concerns 2019
A few months ago, we surveyed our Nummo community to ask “What is your #1 money concern for 2019?” Today, we announced the survey results: not surprising, debt was top of mind for most of our users. Read the full press release here.
Nummo is a personal financial management platform that empowers users to live better by helping them manage, maintain and improve their financial health by providing the tools to better understand one’s personal finances and optimize them. The platform consolidates and analyzes a person’s financial situation, with conflict-free options to choose from. The platform gives users access to over 49,000 financial institutions, 17 robo-advisors with over 160 investment portfolios and more.
Nummo was founded in 2016 by a group of former Julius Baer executives, spurred by the belief that wealth management should not be exclusive to the one percent. To date the company has raised friends and family funding, currently has 11 full time employees and is headquartered in Zurich, Switzerland. US headquarters are expected later this year.
Facts & Figures
Founded in 2016
Overseeing >$500m of yearly user spending
Consolidating >19k financial institutions
Comparing 283 robo-advisor portfolios
EXECUTIVE MANAGEMENT TEAM
Co-Founder and CEO
Roi spent his entire career with Julius Baer, working in private wealth management. He rose to the position of Managing Director at the firm, leading various managerial functions and important segments of the business. He founded Nummo with the intent and profound desire to help the ninety nine percent improve their financial wellness.
Co-Founder and COO
Enrico is a seasoned IT executive, with over twenty years working in the financial services market. He strongly believes the time has come to democratize this industry through technology. He was driven to found Nummo out of his love for technology and the desire to help people get financially healthy.