In 2020, E*Trade Financial Corporation, a renowned online broker, acquired Motif Investing, a platform that allows users to invest in customizable investment themes or “motifs”. Motif Investing’s acquisition by E*Trade aimed to enhance E*Trade’s offerings and cater to investors seeking a more thematic approach to investing. This move enabled E*Trade to integrate Motif Investing’s technology and product expertise into its platform, providing a broader range of investment options and streamlining the user experience for customers.
e*Trade Acquires Motif Investing
e*Trade Financial Corporation, a leading financial services company, has acquired Motif Investing, an innovative online investment platform.
Motifs and Custom Portfolios
- Motifs: Motif Investing’s core offering is its “motifs,” which are pre-built, diversified investment portfolios based on specific themes or ideas.
- Custom Portfolios: Users can also create their own customized portfolios using the platform’s tools and trade individual securities.
e*Trade’s Enhanced Investment Offerings
e*Trade’s acquisition of Motif Investing complements its existing investment offerings by:
- Providing access to unique投資組合投資 strategy
- Expanding the options for automated investing
- Enhancing its offerings for both experienced and novice investors
Transaction Details
| e*Trade | Motif Investing | |
|---|---|---|
| Transaction Date | December 27, 2016 | December 27, 2016 |
| Transaction Amount | $85 million | – |
| Stock Exchange | NASDAQ | Delisted |
The acquisition has been approved by regulatory authorities and was finalized on December 27, 2016.
Buyout of Motif Investing’s Competitor, Wealthfront
In early 2023, the online financial advisor Wealthfront announced that it had been acquired by UBS Group AG, a Swiss multinational investment bank and financial services company. The deal was valued at approximately $1.4 billion.
Wealthfront is a popular robo-advisor that offers automated investment management and financial planning services. The company was founded in 2008 and has grown to manage over $27 billion in assets. UBS is a global financial services giant with over $3 trillion in assets under management.
Impact on Motif Investing
The acquisition of Wealthfront by UBS is likely to have a significant impact on Motif Investing, which is a direct competitor of Wealthfront. Motif Investing is also a robo-advisor that offers automated investment management and financial planning services. The company was founded in 2010 and has grown to manage over $3 billion in assets.
UBS is likely to leverage its resources and expertise to grow Wealthfront’s business. This could include increasing marketing and advertising spend, expanding the product offering, and improving the customer experience. As a result, Motif Investing may face increased competition from Wealthfront in the future.
Comparison of Motif Investing and Wealthfront
| Feature | Motif Investing | Wealthfront |
|---|---|---|
| Fees | $9.95 per month for accounts under $10,000, 0.25% annual advisory fee for accounts over $10,000 | 0.25% annual advisory fee for all accounts |
| Minimum investment | $1,000 | $500 |
| Investment options | Stocks, bonds, ETFs, mutual funds | Stocks, bonds, ETFs, mutual funds, real estate |
| Financial planning services | Basic financial planning tools | Comprehensive financial planning services |
- Motif Investing has lower fees for small accounts, but Wealthfront has lower fees for large accounts.
- Wealthfront has a lower minimum investment than Motif Investing.
- Motif Investing offers a wider range of investment options than Wealthfront.
- Wealthfront offers more comprehensive financial planning services than Motif Investing.
Expansion into Digital Wealth Management
In 2023, Interactive Brokers (IBKR) purchased Motif Investing, an automated investing platform, as part of its strategy to expand into digital wealth management.
- Motif’s Offerings: Motif offered customizable investment portfolios tailored to specific themes and goals, suiting self-directed investors.
- IBKR’s Goal: IBKR aimed to leverage Motif’s technology and customer base to enhance its platform and attract new clients seeking automated investing solutions.
| Service | Features |
|---|---|
| Motif Investing | – Customizable portfolios |
| IBKRPro | – Advanced trading tools |
| IBKR Lite | – Commission-free stock and ETF trading |
| IBKR PortfolioAnalyst | – Portfolio management and analysis tools |
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Alright folks, that’s all the tea we have on who bought Motif Investing. Thanks for sticking with us throughout this financial escapade. Remember, the investing world is an ever-evolving dance, so be sure to cha-cha back to our corner of the internet for more juicy updates and financial wizardry. Until then, keep your wallets open and your curiosities piqued!