Betterment

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.

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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.

Betterment, family office software, portfolio management software, consolidated reporting software

Category

Consolidated Reporting

Country

United States of America

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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.

History

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.

Simple solutions for complex times.