Betterment is recognized by CNBC for disrupting the financial service industry
Today, we are proud to announce that Betterment has been named to the Disruptor 50.
The annual list features private companies in 27 industries — from financial services to health insurance — who are revolutionizing business landscapes through innovation. CNBC recognizes us for attempting to disrupt a multitrillion-dollar retail investment market. CEO Jon Stein founded Betterment on the belief that cloud-based software could help guide investors to better results than expensive, traditional financial advisors.
Like fellow disruptor (and New York-based company) Warby Parker, Betterment is vertically integrated, which allows us to provide an efficient, seamless and end-to-end investing experience for our customers.
We’re honored to be included on this list with Warby, and all of the other companies that are dedicated to continually improving products and distribution for customers.
See the full list here.
Using Investment Goals at Betterment
Goal-based investing. The idea is prized among financial advisors—and our team at Betterment—but to the everyday investor, it’s often difficult to put into practice.
Jon Stein on “How I Built This:” Reflecting on Our Story
Jon Stein joins NPR’s Guy Raz for an episode of “How I Built This” to look back at how Betterment started, what mistakes were made, and how they turned into learnings for the robo-advisor we are today.
Betterment’s Model for Financial Advice: An Overview
Achieving your financial goals is only possible if you plan effectively. Saving enough, choosing the right accounts, deciding when you can buy a house or when to retire—all of these are essential decisions even before you build an optimal portfolio.
Explore your first goal
This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.
Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.
If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.
How would you like to get started?
Your first step toward a smarter investing future starts here.
Create a Betterment account
Go ahead and join the smart, modern way to invest.
See what we can do for you
Tell us a bit about yourself, and we'll show you the benefits of investing with us.
Get a free investing checkup
Help us get a sense of your investing approach and see how you could improve.
Transfer a 401(k) or an IRA
Move an existing retirement account into a Betterment IRA.
Download the mobile app
Enjoy the Betterment experience anywhere on the go.