Introducing our parent company…

Robo Advisor™

Robo Advisor™ is a diversified financial services organization built upon a well-established infrastructure of core businesses dating back to 1990. Across the decades we've merged, acquired, re-branded, drank a lot of cups of coffee and missed quite a few hours of sleep. We've managed thousands of lives, from the needy to the novice, the middle class to the most financially exposed - helping to solve their toughest financial challenges.

We know that in today’s more competitive marketplace, consumers are looking for products and services that authentically deliver what they promise. With Robo Advisor™, we not only deliver excellent financial services but also go one step beyond to exceed our client’s expectations. The Robo Advisor Cloud™ is always there and ready to listen. Extending the capabilities of "human", our technologies are meant to enhance and support the entire process of delivering financial advice.

Today, our advisors and partners are equipped with reliable resources that never sleep, fail to perform or forget to do the dozens of little things necessary for an “out of this world” experience. When priorities change, or a new set of circumstances arise - you want us on the same side of the table with a powerful set of tools that can help guide you. Whether it be our high-quality investment portfolios’, prudent risk management practices or diverse business platform, experience remains our best teacher.

For nearly thirty years we've been a small company with big ideas.

Robo Advisor™


We've Built Our Reputation By Always Giving More…

From powerful companies to awesome brands, whatever it takes to deliver on our promises.

Robo Advisor, Inc.

Our SEC Registered Investment Advisor that leverages fiduciary processes to ensure fair and balanced money management.


Low cost, responsible investing…our digital investment brand meant to aggregate the full suite of FTC capabilities in an effort to re-define the meaning of financial advice.

Sovereign Wealth Management Group, Inc.

Our national insurance agency responsible for the distribution of all traditional annuity and insurance related products.


The path to a secure future lives within guaranteed income for life. Since annuities are the only private financial mechanism that makes this possible…we spared no expense in creating an annuity platform second to none.

Robo Advisor Technologies™

Our internal technology incubator responsible for transforming more than 29 years of experience and knowledge into digital intelligence.

Vendor Integrations

No one has a lock on good ideas, so we believe in collaborating with other quality companies whose diversified expertise can offer greater access to our partners and clients.

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