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Betterment
Robo-advisor and digital wealth platform with automated investing, IRAs, Cash Reserve, crypto, advisory, and 401(k) solutions.
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About
Betterment is an automated investing and retirement platform with over 1 million customers and $65B+ in assets under management. Products include automated and self-directed investing, traditional/Roth/SEP IRAs, Solo 401(k), Cash Reserve, checking, crypto (Bitcoin and Ethereum ETFs), and bond portfolios.
The business runs across three audiences: individual investors, employers via Betterment at Work (401(k) plans for small and mid-market businesses), and independent RIAs who use Betterment Advisor Solutions as a custodian.
Headquartered in New York. CEO Sarah Levy.