Online investment platform Webull (NASDAQ:BULL) today announced the expansion of its advisory services through the launch of BlackRock model portfolios.
This new offering delivers enhanced investment options, giving US-based investors access to professionally managed, diversified portfolios tailored to a broad range of financial goals and risk profiles through Webull Advisors.
Webull users now have access, through Webull Advisors, to a range of diversified portfolios spanning multiple asset classes, including alternatives and digital assets, tailored to meet varying risk appetites and financial objectives.
This new offering is available directly through the Webull app under the advisory section, giving users a seamless and intuitive way to access personalized investment portfolios. Designed with the needs of today’s investors in mind, the solution caters to individuals who are comfortable with technology, value low-cost investing, and seek convenient, automated portfolio management.
Users begin by selecting an investment strategy aligned with their preferences. After completing a brief risk tolerance questionnaire, they are matched with a risk profile corresponding to a professionally managed model portfolio tailored to their financial objectives. These discretionary accounts are automatically rebalanced and actively overseen by Webull Advisors, an SEC-registered advisor, offering a simplified yet sophisticated approach to long-term investing.
“This collaboration marks an exciting step forward in our mission to deliver smarter, more personalized investment experiences for our clients,” said Sara Schwartz, CEO of Webull Advisors. “By integrating BlackRock’s model portfolio capabilities into our advisory platform, we’re expanding access to high-quality, professionally managed model portfolios that align with a diverse range of financial goals and risk appetites.”
“BlackRock’s expertise in asset allocation, portfolio design capabilities and market insights enhances Webull’s ability to offer sophisticated, next-generation investment solutions,” said Arianne Adams, Chief Strategy Officer and Head of Derivatives at Webull. “Together, we’re meeting the rising demand for dynamic, risk-aligned portfolios, delivered seamlessly through modern digital experience. This collaboration exemplifies Webull’s forward-thinking commitment to innovation and to helping our clients build lasting financial well-being.”
The collaboration delivers a transformative wealth management experience through a range of professionally managed model portfolios tailored to diverse investment objectives, supported by robust analytics and real-time data. Webull users gain access to enhanced short- and long-term investment opportunities – offering a more seamless, automated, and intelligent approach to managing their money.
“As more and more Americans begin to invest, the launch of BlackRock custom model portfolios on Webull’s platform enables individuals more choice to ultimately deliver against a range of investing goals in a simplified and streamlined manner,” said Amy Jenkins, Head of U.S. Direct Investing at BlackRock. “This new offering also delivers on BlackRock’s mission, to help more people build wealth that serve them throughout their lives by making investing easier and more accessible.”
