Ola
Ola is a financial services company that offers a range of services including personal finance newsletters, investment advice through Ola Invierte, LLC, brokerage services, digital asset trading, and educational resources on financial management.
Services
Ola provides a range of financial services designed to help clients manage their personal finances effectively. These include investment advice through Ola Invierte, LLC, an SEC-registered investment adviser, and brokerage services offered through partnerships with Betterment Securities and Apex Clearing Corporation. The company also offers digital asset trading services and custody via Gemini Trust Company, LLC. Other services include checking accounts through Betterment Financial LLC and Betterment Visa Debit Cards provided by nbkc bank, in addition to Betterment Cash Reserve, which allows clients to deposit funds into FDIC-insured accounts with variable interest rates.
Investment Advice
Investment advice is a cornerstone of Ola's offerings, provided through the SEC-registered investment adviser Ola Invierte, LLC. The company collaborates with Betterment Securities and Apex Clearing Corporation to deliver brokerage services to its clients. By leveraging these partnerships, Ola ensures that its clients have access to a comprehensive suite of investment tools and resources to aid in financial decision-making.
Digital Asset Trading
For those interested in digital assets, Ola provides trading services and custody through Gemini Trust Company, LLC. This service ensures that clients can trade and hold digital assets securely, with the confidence that their investments are managed by a trusted and regulated entity. This offering is part of Ola's commitment to providing a broad spectrum of financial tools and services.
Financial Education and Coaching
Ola is committed to financial education and offers a variety of courses on financial management, which include both live and recorded sessions. In addition, the company provides coaching services to help clients better understand and manage their finances. Regular newsletters that cover financial news, guides, and topics of interest are also published to keep clients informed and help them become their best financial selves.
Banking and Savings Solutions
Ola offers comprehensive banking and savings solutions. Betterment Checking is made available through Betterment Financial LLC, with checking accounts and Betterment Visa Debit Cards provided by nbkc bank. The Betterment Cash Reserve service from Betterment LLC allows clients to deposit funds into accounts that are FDIC-insured and earn variable interest rates. This combination of services supports clients in managing their day-to-day finances while also planning for the future.