Free for 90 days: Sign up now and get 90 days managed free after your first deposit. See offer details

Coming soon: our new one-on-one advice packages. Learn more

Now available: our new one-on-one advice packages. Learn more

<title>Dismiss</title>
Forbes

The Forbes Fintech 50 for 2018

By Janet Novack

Betterment, New York City

Robo-advisor manages ETF portfolios geared to investors’ goals and risk tolerance for 0.25% of assets a year. New 0.40% premium service, available to those with $100,000 or more invested, offers access to human advisors via phone, email and text. Now offers a socially responsible investing portfolio.

Bona fides: Largest independent robo, managing $13 billion plus for 300,000 customers.

Founder & CEO: Jon Stein, 38

Funding: $275 million from Anthemis Group, Bessemer Venture Partners, Citi Ventures, Northwestern Mutual. Latest valuation: $800 million

Threat to: Financial advisors, other robo advisors

Read the Original Article

This article originally published February 13th, 2018 on Forbes

<title>Close</title>

Search our site