Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, 401k, and rollover accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Charging a management fee of 0.25%, the company’s mobile app enables users to access, view, share, and review their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime. Betterments products also include Tax Loss Harvesting, a program that works to offset taxes on both gains and income; and RetireGuide, a series of online surveys to enable users to determine the success of their long-term financial goals.
*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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