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Welcome to the Betterment Newsroom

See how we’re empowering people to build wealth with confidence and ease.

Contact our press team at media@betterment.com

1 Million+

customers
$65 Billion+

Assets under management
4.8 rating

78.1K reviews on App Store and Google Play

Announcements from Betterment

Betterment Extends Solo 401(k) Offering to National Wealth Management Partners

Apr. 9, 2026
Betterment at Work Strengthens 401(k) Offering with Renewed Compliance Guarantee and Enhanced Platform Features

Mar. 26, 2026
Betterment Launches AI-Enabled Account Recommender, Advancing Enterprise AI Strategy

Mar. 9, 2026
Atlantic 10 Conference Names Betterment Exclusive Financial Wellness Partner and Entitlement Partner For A-10 Basketball Championships & 50th Anniversary Celebrations

Feb. 25, 2026
Nitrogen and Betterment Advisor Solutions Launch New Partnership

Feb. 18, 2026
Rate and Betterment Announce Partnership Offering Exclusive Mortgage Incentives to Eligible Customers Nationwide

Feb. 17, 2026
Betterment Advisor Solutions launches model marketplace with new portfolios from leading asset managers

Feb. 10, 2026
Betterment & Capitalize Partner to Modernize 401(k) Rollovers

Jan. 22, 2026
Nearly Half of U.S. Workers Now Say They'll Need $1 Million or More to Retire, Betterment Finds

Dec. 15, 2025
Betterment Launches Self-Directed Investing for Retail Customers

Nov. 11, 2025
Betterment at Work and First Citizens Wealth Launch 401(k) Solution for Business Clients

Oct. 16, 2025
Betterment Advisor Solutions Launches Partnership with Vanilla to Make Advanced Estate Planning Technology Available to Advisors

Sep. 10, 2025
Betterment Advisor Solutions Survey Finds Modern Advisors Balancing AI Risks with Tech Transformation & Business Growth

Sep. 4, 2025
Betterment's 2025 Survey: Younger, Tech-Forward Investors Thrive While Market Pessimism Rises

Jun. 25, 2025
Betterment Acquires Rowboat Advisors to Accelerate Platform for RIAs

May. 14, 2025
Betterment Launches Series Spotlighting Advisor Insights

Mar. 27, 2025
Betterment Advisor Solutions Launches Solo 401(k)s for Independent Advisors and Their Self-Employed Clients

Feb. 27, 2025
Betterment Acquires Ellevest's Automated Investing Business

Feb. 26, 2025
Despite Improved Outlook, Betterment at Work Survey Finds 62% of Workers Face Serious Financial Anxieties

Dec. 4, 2024
Betterment Expands Charitable Giving with Donor-Advised Funds from Daffy

Nov. 20, 2024
Betterment for Advisors Changes Name to Betterment Advisor Solutions, Reflecting Expanded Functionality

Sep. 12, 2024
Betterment Launches "Pursue Better" Campaign in Partnership With World-Class Athletes

Sep. 10, 2024
Betterment and Goldman Sachs Launch Industry-First Tax-Smart Bonds Portfolio

Jul. 18, 2024
Betterment's Annual Retail Survey Finds Majority of Investors Focused on Interest Rates and Elections in 2024

Jun. 26, 2024
Betterment for Advisors Announces Enhanced Partnership with XYPN

May. 2, 2024
Betterment for Advisors Bolsters Platform with Three New Integration Partners

Jun. 25, 2024
Betterment to Acquire Digital Investing Accounts from Goldman Sachs

Apr. 22, 2024
Betterment for Advisors Adds Mutual Funds to Custom Portfolios

Mar. 21, 2024

Betterment in the news

Wealth solutions report
Betterment’s Strategy Head Explores How Segmentation Can Help Advisors

Dec. 29, 2025
WSJ Buyside
How to Make the Most of Your Money With Tax‑Loss Harvesting

Dec. 17, 2025
Bloomberg
Betterment’s Sarah Levy Financial Anxiety at All-Time High: Survey

Dec. 15, 2025
CNBC
Betterment CEO Sarah Levy: I play the long game, not trying to time the market

Nov. 11, 2025
Barron's
Pioneering Robo-Advisor Betterment Just Launched DIY Stock Trading. Here’s Why.

Nov. 11, 2025
WSJ Buyside
What Personal Finance Moves Should I Make Before Year-End?

Oct. 23, 2025
Wealth Management
Betterment on Track with Direct Indexing, Referral Program in 2026

Oct. 20, 2025
Gobankingrates
What the 1% Know About Taxes That You Probably Don't, According to an Expert

Sep. 10, 2025
Barron's
Sarah Levy: From the Entertainment Industry to CEO of Betterment

Aug. 14, 2025
CNBC
Betterment survey finds young investors more bullish on markets

Aug. 12, 2025
The NY Times
Trump Order Clears Way for Crypto and Private Equity in 401(k)s

Aug. 7, 2025
Gobankingrates
I’m a Financial Expert: This Is the No. 1 Thing Every American Should Do With Their 401(k)

May. 25, 2025
Forbes
Why Betterment CEO Sarah Levy Isn’t Afraid Of Market Volatility

Apr. 22, 2025
Plan Sponsor
Do ETFs Have a Place in 401(k) Plans?

Mar. 7, 2025
Wealth Management
Betterment Pitches Solo 401(k)s to RIAs

Feb. 27, 2025
Bloomberg
Pros and Cons of the US Retirement System

Jan. 30, 2025

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Betterment 401(k)
Betterment Advisor Solutions

Betterment's reported assets under management (AUM) of $65 Billion+ is as of 10/21/2025.

Reported customer count of 1 Million+ as of 8/19/2025 , includes checking and investing clients.

Learn more about self-directed investing.

IMPORTANT BETTERMENT DISCLOSURES

Information is educational only and not investment or tax advice. External links are educational, and do not imply Betterment’s endorsement. All screenshots are for illustrative purposes only.

Who Provides What Service?

Investment Advice: Advisory services are provided by Betterment LLC, an SEC-registered investment adviser. Betterment LLC's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. Betterment is not a tax advisor.

Brokerage Services & Custody: Brokerage services are provided to clients of Betterment LLC by Betterment Securities, an SEC-registered broker-dealer and member of FINRA/SIPC, and Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC.

Betterment Checking: Betterment Checking is made available through Betterment Financial LLC. Checking accounts and the Betterment Visa Debit Card provided by and issued by nbkc bank, Member FDIC. See Betterment Checking Disclosure.

Betterment at Work: 401(k) plan administration services provided by Betterment for Business LLC. Investment advice to plans and plan participants provided by Betterment LLC, an SEC registered investment adviser.

No Betterment entity is a bank.

Special Disclosure For Betterment Cash Reserve

Betterment Cash Reserve is part of the Cash Sweep Program (“CSP”) and is offered by Betterment LLC. CSP requires a Betterment Securities brokerage account. Client funds in the CSP are deposited into one or more FDIC-insured banks (“Program Banks”). Assets in the Cash Reserve Program under the CSP earn variable interest. CSP assets are eligible for FDIC insurance (subject to certain conditions). Funds in brokerage accounts are protected by SIPC, but funds at Program Banks are FDIC-insured up to $250K per depositor per bank, with a potential aggregate limit of $4M ($8M for joint accounts) once the funds reach one or more Program Banks. Funds in transit to or from Program Banks are generally not FDIC-insured but are covered by SIPC. FDIC insurance limits include all accounts held at a bank, not just CSP funds. For details, see Betterment’s CSP disclosure and Form ADV Part 2. FDIC insurance information is available at FDIC.gov.

Let’s Talk About Risk:

Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results and the likelihood of investment outcomes are hypothetical in nature.Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. Before investing, consider your investment objectives and Betterment LLC's fees and expenses. For more details, see Betterment’s Form CRS, Form ADV Part II and other disclosures. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment LLC is not registered.

Who Provides the Market Data? Market Data by Xignite and FactSet. Copyright © 2025 FactSet Research Systems Inc. Fund data © 2022 Morningstar. All Rights Reserved.

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Betterment assumes no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in a third-party website, to which a published article links (a “linked website”). Such linked websites are not monitored, investigated, or checked for accuracy or completeness by Betterment. It is your responsibility to evaluate the accuracy, reliability, timeliness and completeness of any information available on a linked website. All products, services, and content obtained from a linked website are provided “as is” without warranty of any kind, express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, security, or accuracy. If Betterment has a relationship or affiliation with the author or content, it will note this in additional disclosure.

Welcome to the Betterment Newsroom

1 Million+

$65 Billion+

4.8 rating

Announcements from Betterment

Betterment Extends Solo 401(k) Offering to National Wealth Management Partners

Betterment at Work Strengthens 401(k) Offering with Renewed Compliance Guarantee and Enhanced Platform Features

Betterment Launches AI-Enabled Account Recommender, Advancing Enterprise AI Strategy

Atlantic 10 Conference Names Betterment Exclusive Financial Wellness Partner and Entitlement Partner For A-10 Basketball Championships & 50th Anniversary Celebrations

Nitrogen and Betterment Advisor Solutions Launch New Partnership

Rate and Betterment Announce Partnership Offering Exclusive Mortgage Incentives to Eligible Customers Nationwide

Betterment Advisor Solutions launches model marketplace with new portfolios from leading asset managers

Betterment & Capitalize Partner to Modernize 401(k) Rollovers

Nearly Half of U.S. Workers Now Say They'll Need $1 Million or More to Retire, Betterment Finds

Betterment Launches Self-Directed Investing for Retail Customers

Betterment at Work and First Citizens Wealth Launch 401(k) Solution for Business Clients

Betterment Advisor Solutions Launches Partnership with Vanilla to Make Advanced Estate Planning Technology Available to Advisors

Betterment Advisor Solutions Survey Finds Modern Advisors Balancing AI Risks with Tech Transformation & Business Growth

Betterment's 2025 Survey: Younger, Tech-Forward Investors Thrive While Market Pessimism Rises

Betterment Acquires Rowboat Advisors to Accelerate Platform for RIAs

Betterment Launches Series Spotlighting Advisor Insights

Betterment Advisor Solutions Launches Solo 401(k)s for Independent Advisors and Their Self-Employed Clients

Betterment Acquires Ellevest's Automated Investing Business

Despite Improved Outlook, Betterment at Work Survey Finds 62% of Workers Face Serious Financial Anxieties

Betterment Expands Charitable Giving with Donor-Advised Funds from Daffy

Betterment for Advisors Changes Name to Betterment Advisor Solutions, Reflecting Expanded Functionality

Betterment Launches "Pursue Better" Campaign in Partnership With World-Class Athletes

Betterment and Goldman Sachs Launch Industry-First Tax-Smart Bonds Portfolio

Betterment's Annual Retail Survey Finds Majority of Investors Focused on Interest Rates and Elections in 2024

Betterment for Advisors Announces Enhanced Partnership with XYPN

Betterment for Advisors Bolsters Platform with Three New Integration Partners

Betterment to Acquire Digital Investing Accounts from Goldman Sachs

Betterment for Advisors Adds Mutual Funds to Custom Portfolios

Betterment in the news

Betterment’s Strategy Head Explores How Segmentation Can Help Advisors

How to Make the Most of Your Money With Tax‑Loss Harvesting

Betterment’s Sarah Levy Financial Anxiety at All-Time High: Survey

Betterment CEO Sarah Levy: I play the long game, not trying to time the market

Pioneering Robo-Advisor Betterment Just Launched DIY Stock Trading. Here’s Why.

What Personal Finance Moves Should I Make Before Year-End?

Betterment on Track with Direct Indexing, Referral Program in 2026

What the 1% Know About Taxes That You Probably Don't, According to an Expert

Sarah Levy: From the Entertainment Industry to CEO of Betterment

Betterment survey finds young investors more bullish on markets

Trump Order Clears Way for Crypto and Private Equity in 401(k)s

I’m a Financial Expert: This Is the No. 1 Thing Every American Should Do With Their 401(k)

Why Betterment CEO Sarah Levy Isn’t Afraid Of Market Volatility

Do ETFs Have a Place in 401(k) Plans?

Betterment Pitches Solo 401(k)s to RIAs

Pros and Cons of the US Retirement System

Contact us

Welcome to the Betterment Newsroom