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Betterment Stock
Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
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, 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 July 2019, the Company had $18 billion in assets under management and was named by Barrons as the largest independent financial advisor.
About Betterment Stock
Founded
2008
Headquarters
New York, NY, US
Notable Investor
Bessemer Venture Partners
Total Funding
337M
Industries
Betterment is a digital investment advisor, offering investing and retirement solutions alongside their everyday services for spending and saving. Betterment aims to help their customers manage their money through cash management, guided investing, and retirement planning via its robo-advisor digital offering. Betterment also provides retirement services, which include IRA and 401(k) accounts and financial planning support from licensed financial professionals.
The Company was founded in 2008 and is based in New York. Notable investors include Citi Ventures, Menlo Ventures, and Bessemer Venture Partners.
Betterment Press Mentions
Stay in the know about the latest news on Betterment
Betterment for Advisors Announces Enhanced Partnership with XYPN
prnewswire • May, 4 2024
Goldman Sachs to Sell Marcus Invest Accounts to Betterment
pymnts • May, 4 2024
Betterment for Advisors Adds Mutual Funds to Custom Portfolios
prnewswire • May, 4 2024
As Betterment AUM balloons to $45 billion, Tom Moore ends DFA's exclusive mutual fund deal for RIAs and opens the ...
riabiz • May, 4 2024
Betterment to Buy Marcus Invest's Digital Investing Accounts From Goldman Sachs
morningstar • May, 4 2024
Investors in Betterment
Discover investors in Betterment stock and explore their portfolio companies
Betterment Management
Leadership team at Betterment
Chief Executive Officer
Sarah Levy
Chief Financial Officer
Peter Lorimer
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