Betterment offers 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. 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 September 2018, the Company had $15.5 billion in assets under management and was named by Barrons as the largest independent online financial adviser.
*Based on Preferred Stock Price, Betterment does not have a stock symbol since it is currently private and is yet to have an IPO.
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