LOS ANGELES, March 3, 2017 /PRNewswire/ -- "At ThinkWealth, we've made some incredible headway in our mission to become the next best robo-advisor. We're now kicking into high gear as we prepare to take ThinkWealth to the next level, and now's your time to get in on the ground floor of the future of wealth management," says Jake B. Yu, CEO of ThinkWealth.
He also adds, "We have a prototype of GIM 2000 which is in process of being connected with the ThinkWealth website. We are on schedule to launch our automated investment service in the 2nd quarter of 2017. At the time of launch, we will be around 80% automated, with full automation coming in less than a year."
Since starting the sales process in January 2016, ThinkWealth gained over 100 clients (5 corporations and 95 individuals) and $13 million assets under management by August. Once the end-of-year figures are released, ThinkWealth expects to have reached $15 million AUM in 2016 with 161 clients.
ThinkWealth is growing fast even without its automated service. Once GIM 2000 launches, growth will accelerate even more. ThinkWealth expects that its AUM will exceed $50 million by the end of 2017.
For a limited time only, ThinkWealth has partnered with Fundable to give others a chance to contribute and benefit from this booming industry. For full details, click here. (https://www.fundable.com/thinkwealth)
Contact:
Jake Yu
[email protected]
ThinkWealth, headquartered in Southern California, is a registered investment advisor supervised by the State of California. ThinkWealth provides comprehensive wealth management solutions to both high-net-worth individual and institutional clients by utilizing a wide spectrum of wealth management service, including, but not limited to, a highly intergraded web-based wealth management solution, with traditional, alternative investments, and risk diversified strategy.
Fundable is a fee-based crowdfunding platform that offers both rewards-based and equity-based campaigns for small businesses. Fundable has funded businesses from various industries including health & beauty, fitness, technology, and food & beverage.
SOURCE ThinkWealth
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