Here’s what is going on at Betterment.
Betterment Survey Sees Rising Interest in Socially Responsible Investing, More Room for Education
Jun 15, 2022
Betterment Enters the Cryptocurrency Market by Acquiring Makara
Feb 08, 2022
Betterment Raises $160 Million in Growth Capital
Sep 29, 2021
Betterment Announces Record Growth in Q1 2021, Net New Clients Up More than 100% YOY
Apr 16, 2021
Betterment Acquires Wealthsimple's U.S. Investment Advisory Book of Business
Mar 04, 2021
Betterment Appoints Sarah Kirshbaum Levy as New Chief Executive Officer
Dec 08, 2020
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Team of experts
Betterment comes with years of financial experience. Quantitative investment experts and fiduciary advisors—all committed to doing what’s best for our customers’ wealth and happiness.
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."
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."
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.”
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."
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."
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."
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.”
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.”
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