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Welcome to the  Betterment Newsroom

See how we’re empowering people to build wealth with confidence and ease.

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1 Million+

customers
$65 Billion+

Assets under management
4.8 rating

74,000 reviews on App Store and Google Play

Announcements from Betterment

Betterment at Work and First Citizens Wealth Launch 401(k) Solution for Business Clients

Sep. 16, 2025
Betterment Advisor Solutions Launches Partnership with Vanilla to Make Advanced Estate Planning Technology Available to Advisors

Sep. 10, 2025
Betterment Advisor Solutions Survey Finds Modern Advisors Balancing AI Risks with Tech Transformation & Business Growth

Sep. 4, 2025
Betterment's 2025 Survey: Younger, Tech-Forward Investors Thrive While Market Pessimism Rises

Jun. 25, 2025
Betterment Acquires Rowboat Advisors to Accelerate Platform for RIAs

May 14, 2025
Betterment Launches Series Spotlighting Advisor Insights

Mar. 27, 2025
Betterment Advisor Solutions Launches Solo 401(k)s for Independent Advisors and Their Self-Employed Clients

Feb. 27, 2025
Betterment Acquires Ellevest's Automated Investing Business

Feb. 26, 2025
Despite Improved Outlook, Betterment at Work Survey Finds 62% of Workers Face Serious Financial Anxieties

Dec. 4, 2024
Betterment Expands Charitable Giving with Donor-Advised Funds from Daffy

Nov. 20, 2024
Betterment for Advisors Changes Name to Betterment Advisor Solutions, Reflecting Expanded Functionality

Sep. 12, 2024
Betterment Launches “Pursue Better” Campaign in Partnership With World-Class Athletes

Sept. 10, 2024
Betterment and Goldman Sachs Launch Industry-First Tax-Smart Bonds Portfolio

Jul. 18, 2024
Betterment's Annual Retail Survey Finds Majority of Investors Focused on Interest Rates and Elections in 2024

Jun. 26, 2024
Betterment for Advisors Announces Enhanced Partnership with XYPN

May 2, 2024
Betterment for Advisors Bolsters Platform with Three New Integration Partners

Jun. 25, 2024
Betterment to Acquire Digital Investing Accounts from Goldman Sachs

Apr. 22, 2024
Betterment for Advisors Adds Mutual Funds to Custom Portfolios

Mar. 21, 2024
Betterment at Work Launches Industry-First Small Business Student Loan 401(k) Matching Solution

Jan. 25, 2024
Betterment at Work Survey Confirms America’s Not Ready for Retirement

Dec. 6, 2023
Betterment Survey Reveals Optimism Among Retail Investors Amid Economic Uncertainty

Jun. 27, 2023
Betterment for Advisors Unveils New Innovative Digital Client Onboarding

Apr. 25, 2023

Betterment in the news

FORBES

Why Betterment CEO Sarah Levy Isn’t Afraid Of Market Volatility

April 22, 2025
PLAN SPONSOR

Do ETFs Have a Place in 401(k) Plans?

March 7, 2025
Wealth Management

Betterment Pitches Solo 401(k)s to RIAs

February 27, 2025
Bloomberg

Pros and Cons of the US Retirement System

January 30, 2025
CNBC

Betterment CEO Sarah Levy talks recent workers survey

December 11, 2024
HOW TO MONEY

Fixing Your Broken Financial Behavior w/ Dan Egan

November 27, 2024
THE STREET

Veteran advisor reveals surprising tip for retirement savings

November 21, 2024
YAHOO

Some employers offer student loan support — What to know

October 14, 2024
CNBC

Betterment CEO Sarah Levy and soccer star Carli Lloyd talk new ‘Pursue Better’ campaign

October 8, 2024
Barron’s

Betterment Starts Offering Mutual Funds. Here’s Why It May Win Over More Advisors.

March 21, 2024
New York Times

A New Perk for Some Student Loan Borrowers: A 401(k) Match

February 2, 2024
Barron’s

10 People to Watch in Wealth Management in 2024

December 19, 2023
RIA Intel

How Betterment Is Taking on Schwab and Fidelity

July 31, 2023

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Betterment 401(k)
Betterment Advisor Solutions

Betterment's reported assets under management (AUM) of $65 Billion+ is as of Oct. 21, 2025.

The reported customer count of 1 Million+ is as of Oct. 21, 2025, and is inclusive of checking and investing clients.

IMPORTANT BETTERMENT DISCLOSURES

Information is educational only and not investment or tax advice. External links are educational, and do not imply Betterment’s endorsement. All screenshots are for illustrative purposes only.

Who Provides What Service?

Investment Advice: Advisory services are provided by Betterment LLC, an SEC-registered investment adviser. Betterment LLC's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. Betterment is not a tax advisor.

Brokerage Services & Custody: Brokerage services are provided to clients of Betterment LLC by Betterment Securities, an SEC-registered broker-dealer and member of FINRA/SIPC, and Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC.

Betterment Checking: Betterment Checking is made available through Betterment Financial LLC. Checking accounts and the Betterment Visa Debit Card provided by and issued by nbkc bank, Member FDIC. See Betterment Checking Disclosure.

Betterment at Work: 401(k) plan administration services provided by Betterment for Business LLC. Investment advice to plans and plan participants provided by Betterment LLC, an SEC registered investment adviser.

No Betterment entity is a bank.

Special Disclosure for Betterment Cash Reserve

Betterment Cash Reserve is offered by Betterment LLC and requires a Betterment Securities brokerage account. Client funds in Cash Reserve are deposited into one or more FDIC-insured banks (“Program Banks”), where they earn variable interest and are eligible for FDIC insurance (subject to certain conditions). Funds in brokerage accounts are protected by SIPC, but funds at Program Banks are FDIC-insured up to $250K per depositor per bank, with a potential aggregate limit of $2M ($4M for joint accounts) once the funds reach one or more Program Banks. Funds in transit to or from Program Banks are generally not FDIC-insured but are covered by SIPC. FDIC insurance limits include all accounts held at a bank, not just Cash Reserve funds. For details, see Betterment’s Cash Reserve T&Cs and Form ADV Part 2. FDIC insurance information is available at FDIC.gov.

Let’s Talk About Risk:

Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results and the likelihood of investment outcomes are hypothetical in nature.Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. Before investing, consider your investment objectives and Betterment LLC's fees and expenses. For more details, see Betterment’s Form CRS, Form ADV Part II and other disclosures. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment LLC is not registered.

Who Provides the Market Data? Market Data by Xignite and FactSet. Copyright © 2025 FactSet Research Systems Inc. Fund data © 2022 Morningstar. All Rights Reserved.

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Betterment assumes no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in a third-party website, to which a published article links (a “linked website”). Such linked websites are not monitored, investigated, or checked for accuracy or completeness by Betterment. It is your responsibility to evaluate the accuracy, reliability, timeliness and completeness of any information available on a linked website. All products, services, and content obtained from a linked website are provided “as is” without warranty of any kind, express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, security, or accuracy. If Betterment has a relationship or affiliation with the author or content, it will note this in additional disclosure.

Welcome to the Betterment Newsroom

1 Million+

$65 Billion+

4.8 rating

Announcements from Betterment

Betterment at Work and First Citizens Wealth Launch 401(k) Solution for Business Clients

Betterment Advisor Solutions Launches Partnership with Vanilla to Make Advanced Estate Planning Technology Available to Advisors

Betterment Advisor Solutions Survey Finds Modern Advisors Balancing AI Risks with Tech Transformation & Business Growth

Betterment's 2025 Survey: Younger, Tech-Forward Investors Thrive While Market Pessimism Rises

Betterment Acquires Rowboat Advisors to Accelerate Platform for RIAs

Betterment Launches Series Spotlighting Advisor Insights

Betterment Advisor Solutions Launches Solo 401(k)s for Independent Advisors and Their Self-Employed Clients

Betterment Acquires Ellevest's Automated Investing Business

Despite Improved Outlook, Betterment at Work Survey Finds 62% of Workers Face Serious Financial Anxieties

Betterment Expands Charitable Giving with Donor-Advised Funds from Daffy

Betterment for Advisors Changes Name to Betterment Advisor Solutions, Reflecting Expanded Functionality

Betterment Launches “Pursue Better” Campaign in Partnership With World-Class Athletes

Betterment and Goldman Sachs Launch Industry-First Tax-Smart Bonds Portfolio

Betterment's Annual Retail Survey Finds Majority of Investors Focused on Interest Rates and Elections in 2024

Betterment for Advisors Announces Enhanced Partnership with XYPN

Betterment for Advisors Bolsters Platform with Three New Integration Partners

Betterment to Acquire Digital Investing Accounts from Goldman Sachs

Betterment for Advisors Adds Mutual Funds to Custom Portfolios

Betterment at Work Launches Industry-First Small Business Student Loan 401(k) Matching Solution

Betterment at Work Survey Confirms America’s Not Ready for Retirement

Betterment Survey Reveals Optimism Among Retail Investors Amid Economic Uncertainty

Betterment for Advisors Unveils New Innovative Digital Client Onboarding

Betterment in the news

Why Betterment CEO Sarah Levy Isn’t Afraid Of Market Volatility

Do ETFs Have a Place in 401(k) Plans?

Betterment Pitches Solo 401(k)s to RIAs

Pros and Cons of the US Retirement System

Betterment CEO Sarah Levy talks recent workers survey

Fixing Your Broken Financial Behavior w/ Dan Egan

Veteran advisor reveals surprising tip for retirement savings

Some employers offer student loan support — What to know

Betterment CEO Sarah Levy and soccer star Carli Lloyd talk new ‘Pursue Better’ campaign

Betterment Starts Offering Mutual Funds. Here’s Why It May Win Over More Advisors.

A New Perk for Some Student Loan Borrowers: A 401(k) Match

10 People to Watch in Wealth Management in 2024

How Betterment Is Taking on Schwab and Fidelity

Contact us

Welcome to the  Betterment Newsroom