“Can a Kevin O'Leary-branded robo-adviser expand from simple ETF portfolios into a full neobank and B2B wealth platform for the 100 million Americans not yet investing?”
Founded in 2018 by Kevin O'Leary as a consumer robo-advisory app targeting retail investors who were not yet investing, Beanstox has positioned itself around ultra-simple ETF-based automated portfolios. The company has progressively expanded from basic wealth-builder accounts to tax-advantaged IRAs, gold and bitcoin ETF products, and a 'Power Savings' yield account. It has also launched a B2B white-label channel ('Beanstox for Business') enabling financial advisers and other businesses to offer the platform to their clients. As of 2025 it has publicly disclosed ambitions to enter neobanking, though that segment remains unlaunched.
Beanstox's investing and wealth products are powered by Drivewealth.
Beanstox was founded by Kevin O'Leary and is founded in 2018, headquartered in Boston, MA, USA.
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