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It offers a number of financial services from checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, to investing and wealth management, all are offered to individuals, companies and offers additional customization options for private wealth management. [3]

SoFi Automated Investing is an easy-to-use robo-advisor with two stand-out features: No annual advisory fees and unlimited access to certified financial planners. Like other robo-advisors, SoFi...

FIS is most known for its development of Financial Technology, or FinTech, and as of Q2 2020 it offers its solutions in three primary segments: Merchant Solutions, Banking Solutions, and Capital Market Solutions.

The company has a long history of working with military officers and currently offers advice on securities, with an emphasis on mutual funds, annuities, life insurance, and municipal funds (including Section 529 Plans). Through related companies, it offers insurance and banking products and services.

Fiserv, Inc. ( NAS: FISV) is a leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk and compliance, customer and...