TALK TO OUR LICENSED CONCIERGE TEAM
TALK TO OUR LICENSED CONCIERGE TEAM

Schedule an exploratory call with one of our Investment Advisor Representatives.
If you are exploring Betterment, or are already a customer and have at least $100k that could be moved, you have access to complimentary licensed guidance. More about how we help.
Schedule an exploratory call with one of our Investment Advisor Representatives
If you’re exploring Betterment or, are already a customer and have at least $100k that could be moved, you have access to complimentary licensed guidance. More about how we help.
Ready to get started?
Send us a messageOr email concierge@betterment.com directly.

Meet Chrissy, Concierge Team Lead
Chrissy is a champion for financial innovation with a passion for providing people with objective financial advice. She and her team use an advised approach to help customers like you navigate complex onboarding and account transitions.
Frequently Asked Questions

Getting married, planning for college, or looking for a retirement plan?
Whatever it is you need—we’re here to help. Get in-depth, 1:1 advice and a tailored plan to make the most of your money from one of our CFP® professionals.
See how we can helpBetterment’s Licensed Concierge Team offers support for individuals transferring assets to Betterment of $100,000 or more, and receives incentive compensation based on assets brought to or invested with Betterment. Betterment’s revenue varies for different offerings (e.g., Betterment Digital and Premium) and consequently Team members have an incentive to recommend the offering which results in the greatest revenue for Betterment. The marketing and solicitation activities of these individuals are supervised by Betterment to ensure that these individuals act in the client’s best interest.