How can we help?

What is a "Robo-Advisor"?

Robo-advisor is a term that is often used to describe online financial institutions that offer low-cost, managed portfolios of ETFs. As we do offer this service, the term robo-advisor is often used to describe WealthBar.

However, we go much further, and offer you financial advice, tax-efficient planning, insurance and more. This is why we say WealthBar is a "full-service" online financial advisor, and not just a robo-advisor.

Was this article helpful?

sign up
sign up

Can’t find the answers you’re looking for?

Our customer care team is here for you.

Contact Support