[ Tips ] 一分鐘使用導覽
商品編號： 9-216-085 出版日期： 2016/06/20 作者姓名： Viceira, Luis M.;Ciechanover, Allison M. 商品類別： Finance 商品規格： 23p 再版日期： 2017/05/30 地域： California 產業： Asset management 個案年度： 2014 - 2014
商品敘述：
This case features Wealthfront, a Palo Alto California-based financial technology startup. Wealthfront created a fully-automated, low-cost online investment platform targeting the millennial generation. The founders positioned Wealthfront as a disruptive force within the asset management industry. By dramatically lowering the minimum investment required, they sought to democratize access to sophisticated investing. By the fall of 2014, the firm''s assets under management (AUM) had surpassed $1.5 billion. CEO Adam Nash contemplates a variety of strategic questions including whether Wealthfront should maintain its focus on the consumer channel or expand into business to business channels in order to increase AUM.
涵蓋領域：
Asset management;Customers;Entrepreneurship;Finance;Generational issues;Investments;Start-ups;Startup;Strategy;Web-based technologies
相關資料：
哪些人也有訂購？