Betterment is built to help you make the most of your money—today, tomorrow, and beyond. They help you unify your financial life across spending, saving, investing, and retirement, with personalised, fiduciary advice that puts you and your needs first.

Have a question regarding Betterment?

Contact Betterment directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.

Lead Generation - Service Providers

Contact the Betterment team directly for assistance or to arrange a conversation by entering your details below.

Just a few more questions...

Lead Generation - Simple Solutions

How it works:

Our team at Simple confidentially handles your personal details to facilitate an anonymous evaluation on your behalf. Submit your information below for a discreet exploration of potential fit by Simple’s team.

Few more questions...

Products and services

The company provides investment advisory services via an application intended to manage money through cash management, guided investing, and retirement planning. The company offers a globally diversified portfolio of index-tracking exchange-traded funds (ETFs) with personalised advice in a goal-based investing framework, thereby enabling customers to open and customise regular investment accounts, traditional/SEP/Roth IRAs, trust accounts, and accounts for retirement income.

About the business

Betterment is an American financial advisory company which provides digital investment and cash management services. The company is based in New York City, registered with the Securities and Exchange Commission, and a member of the Financial Industry Regulatory Authority.


Founded in 2010 by Eli Broverman and Jon Stein.

About the owners and the team

The team is led by Sarah Levy, CEO. The company is backed by multiple VC funds.

Betterment Reviews

Sign in to read or leave reviews for Betterment

Gain insight from real user feedback to guide your decisions or share your experiences and help shape the future of Betterment.

Read Reviews