Betterment's data team helps the company measure performance on a number of metrics.
In the video below, learn what steps we have taken to "bootstrap" our internal data team.
At Betterment, we’ve learned to crave data. As we commute to work in the mornings, we peruse our daily ‘Ticker Tape’ email—a quick summary of all our key business growth metrics. For many of us here at Betterment, this is the very first thing we read in the day.
Then, arriving at our office, only a few steps into our work space provides a line of sight to our ever-present dashboards. These show data visualizations and trends. If you want to dive in a layer further, any employee can find team-specific reports and data-sets through our self-serve platform.
For our more than 75 employees, it has become business as usual to use data on a regular basis to gather insights, make decisions and stay informed. Behind the scenes, our data-compute platform quietly facilitates.
Driving by Numbers, Thoughtful Implementation
We wanted a lean process to support a small, highly efficient data team, along with a lightweight technology stack that our developers can get behind, and tooling that empowers analysts.
In this tech talk, I provide the inside look into key challenges as well as decisions that we made at Betterment to successfully bootstrap our data team. And we did it with a sense of humor, a desire for pragmatism, and without breaking the bank.
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.
Leaving Big Finance
I'm sharing my experiences as an engineer in transitioning from large companies in finance to a smaller late-stage startup, because I know how much I would have benefited from this information while making my own decision.
The Difference Between Vanguard and Betterment
I’ve been asked a lot in the last few months in the transition from my old role at Vanguard to my new role as Chief Growth Officer at Betterment – what’s the difference between the two companies?
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.