Betterment has more than $1.7 billion in assets under management and nearly three times the number of customers compared to the closest competitor.
In three and half months, we added as many new customers as we did in the first three and half years as a company. We are proud to announce we have more than 75,000 customers, which is the largest community of smarter, automated investors in the country.
We have nearly three times more customers than our closest competitor—and more than all other automated investing services combined.¹ Our recent customer growth helps demonstrate that Betterment is more than automated investing—we are a personalized investment manager.
Saving you time and personalizing your investments.
Betterment CEO Jon Stein recently highlighted what we will continue to improve for our customers:
Saving time: Give us five minutes and we’ll give you complete financial peace of mind. That’s our promise. The hard part is engineering everything faster and with more automation. And now doing all that on mobile.
Personalizing your investment strategy: Each Betterment customer has a unique portfolio that is personalized and optimized for maximum expected returns, net of tax, net of costs, net of risk, and dynamically adjusted for your situation. We are building more ways to personalize your strategy.
Saving you taxes: We have one of the most tax-efficient portfolios and trading platforms ever created. We’re making the tax-reduction strategies once only available to the wealthiest available to all.
Creating more financial security: We are bringing back the comfortable feeling of defined benefits, in a dog-eat-defined-contribution world. You can rely on evidence-based investment strategies to grow your money—and when it’s time, provide income—and eliminate any doubt about whether your finances are on track.
¹Number of customers at other automated investing services as of March 2, 2015 from their Form ADVs.
More from Betterment
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.
The History of Betterment: How We Started a Company That Changed an Industry
We launched in 2010. Today, with billions under management and hundreds of thousands of happy customers, Betterment is the largest independent robo-advisor.
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