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.
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.