Sign up today to learn more about Betterment stock
Robo Investment Advisor
About Betterment Stock
Betterment aims to offer online financial advisory services in the United States. Its portfolio includes stock exchange traded funds (ETFs) and bond ETFs. The company also provides financial planning, retirement planning, 401(k), traditional individual retirement accounts (IRA), Roth IRA, simplified employee pension (SEP) IRA, trust accounts, tax loss harvesting, and tax-coordinated portfolio services, and cash management accounts. Betterment states that its technology enables users to manage their investments in a customized, diversified portfolio. The Company charges a management fee of 0.25% under its Digital plan on invested assets and enables users to access, view, share, and review their portfolio's activities as well as deposit and withdraw money at anytime.
The Company was founded in 2008 and is based in New York, New York. As of April 2020, the Company had $22 billion in assets under management.
Bessemer Venture Partners
Globespan Capital Partners
Red Swan Ventures
Co-Founder & Chief Executive Officer
Bank Innovation - Jan, 3 2020
Yahoo Finance! - Dec, 31 2019
pymnts - Feb, 5 2019