Empowering advisors to do what's best for their clients' money.
A smarter solution.
Since our founding in 2010, Betterment has impacted the financial industry with technological innovation, investing automation, and an intuitive client experience. The result? We can manage billions of dollars in investments—while also offering personalized advice aimed at helping your clients achieve their unique goals.
Betterment for Advisors
The same innovations that made Betterment a household name also piqued the interest of wealth management firms, and in 2014, we launched Betterment for Advisors. Today, we partner with about 2,000 financial advisors from more than 600 wealth management firms.
Meet our team
Director of Betterment for AdvisorsThomas Moore has spent his career working with top wealth management firms across the country. He is passionate about helping financial advisors to find the best possible solutions for their clients and businesses.
Senior Sales ManagerAlison Considine works with advisors to implement the Betterment for Advisors platform in their practices. She spent several years in wealth management prior to joining Betterment and is dedicated to helping advisors grow their businesses and provide a great client experience.
Lead Relationship ManagerXander Bernhardt is committed to delivering the best possible outcomes and return on investment to our advisors. He is the key contact for new firms as they adopt the Betterment for Advisors solution, and assists advisors in delivering an excellent experience to their clients.
Betterment’s features are huge from a technology ease and intuition standpoint for the advisor: opening accounts, transferring money from other custodians, helping clients link a bank account etc. This saves us a lot of time and we can spend it with clients focusing on advice.
Matt Lohrius, CFP Ritholtz Wealth Management
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.