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Financial Advisor IQ

How Betterment Stayed on Top in 2018 (and How they Plan to Stay There in 2019)

By Garrett Keyes

Robo advisor Betterment currently manages $15 billion in assets for its more than 400,000 customers, firm CEO Jon Stein tells FA-IQ. But at the start of 2016, Betterment’s AUM was just a little over $6 billion, Stein says. The firm has cemented its place on the 2018 Financial Times’ 300 Top RIAs list. Sitting down with FA-IQ, Stein outlines how Betterment managed its growth and what new services it introduced to customers in the process.

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This article originally published January 2nd, 2019 on Financial Advisor IQ