Who we are
Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions for small and medium-sized businesses.
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4.7 rating - 42,100 reviews§
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800,000+ customers
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$40+ Billion Assets under management
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Betterment Launches New Bitcoin/Ethereum Portfolio as Part of an Evolving Crypto Suite
Sept. 12, 2023
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Betterment Survey Reveals Optimism Among Retail Investors Amid Economic Uncertainty
Jun. 27, 2023
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Betterment Unveils Tax-Smart Transitions Features for Advisors
Jun. 20, 2023
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Betterment at Work Expands Financial Benefits Platform with 529 Savings Solution Powered By Ascensus
Jun. 15, 2023
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Betterment for Advisors Unveils New Innovative Digital Client Onboarding
Apr. 25, 2023
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Betterment increases the variable rate of its Cash Reserve Product to 4.20%* APY
Mar. 27, 2023
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Mychal Campos
Senior Director of Investing
"People aren't looking for cookie-cutter portfolios. They need investments that match their views and help set them up to achieve their goals. We're working to guide our customers to make smart choices." -
Mindy Yu
Director of Investing, Betterment at Work
“We may not be able to predict markets, but we can be systematic in understanding what market changes mean for our customers' investment strategies." -
Edward Gottfried
Director of Product Management
“From personalized retirement planning to paying off student loans, we’re thinking holistically about financial wellness to help both companies and their employees thrive.” -
Boris Khentov
SVP of Operations & Legal Counsel
"It's relatively easy to make superficial adjustments in finance that grab headlines. But if we want to see lasting change in a space like socially responsible investing, it requires strong partnerships across financial institutions." -
Nick Holeman
Director of Financial Planning
“Most people know what they want from their money, but they have difficulty articulating it. We help customers develop a point of view on their goals and grow their savings to reach them on time." -
Corbin Blackwell
Senior Financial Planner
“Sometimes people equate digital investing with a one-size-fits-all approach. That couldn't be further from the truth. Our goal is to help make sure customers invest their money to fit the outcomes and risk profile right for them." -
Dan Egan
VP of Behavioral Finance & Investing
“Our job as an advisor is to help our customers be the best investors they can be. That can mean helping them focus on the important decisions that can lead to significantly better financial outcomes.” -
Eric Bronnenkant
Head of Tax
“Newer investors are often surprised to learn about the tax consequences (and advantages) of investing their money. Knowing the basics of taxation can go a long way in becoming a savvy investor.”
