Betterment makes its first move into financial planning beyond robo-advising
By Emma Hinchliffe
The best-known robo-advisor is getting into the higher-end financial planning business.
Betterment, founded in 2008 as an online investment service with no minimums, is expanding its offering with two new tiers for higher net-worth investors who want a human looking at their accounts along with the company’s robo-advisor system.
Betterment Plus will let customers with at least $100,000 in assets get an annual planning call from IRL experts and email advice throughout the year. Betterment Premium gets customers with at least $250,000 in assets unlimited access to experts throughout the year.