Noah Kerner, CEO, Acorns and Suleman Din, Technology Editor, Financial Planning

Acorns, the mobile microinvesting company, wants to be known for helping customers manage saving and spending — and that's it, CEO Noah Kerner says.

They want help with their money — and they don’t mind their own data being analyzed, JPMorgan’s Kelli Keough said at the In|Vest conference.

The firm has recruited 71 advisors so this year and opened branches in four states, according to a spokeswoman.

The app also allows clients to use the Zelle person-to-person payments service.

In an investor-backed power play, the tech startup wants wirehouses and banks to turn to it instead of traditional software providers as they make upgrades.

The Minneapolis bank is pitching the automated investment advice platform, a joint venture with a BlackRock unit, to a wide range of age groups, not just younger consumers.

Only 15% of bank customers at Bank of America use its online investment platform, but the company expects that figure to increase as it opens branches in nine major cities.

Although banks and digital wealth startups seek to claim the same assets, they're finding common ground elsewhere.

The wirehouse struck a deal in an effort to meet its goal of reducing its branch count.