Meet Betterment—who we are

Whether saving for an emergency fund, a new house downpayment, or retirement, Betterment helps people turn everyday investments into their dreams.

Video Transcript

[NARRATOR leads conversation as Betterment employees respond.]

NARRATOR: This is Betterment as explained by the people who work here. Meet:

  • Joe Wong.
  • Kim Rosenblum.
  • My name is Omar.
  • Evol Greaves.
  • Kumud Sharma.
  • Sarah Levy.
  • Kristen Carlisle.
  • Hi, I'm Raoul Bhavnani.
  • Lauren Yee.

NARRATOR: These are some of the people at Betterment, the investing platform that helps people:

  • Achieve financial independence.
  • Invest smarter.
  • Control taxes.
  • Create the right amount of emergency savings in the event of, I don't know, a global pandemic, for example.

NARRATOR: All of their awesome people are experts in different fields, like:

  • Head of financial planning.
  • VP of engineering.
  • I run the company.
  • Senior staff product designer here at Betterment.
  • Security engineer.
  • I am a 401(k) nerd. I never thought I would say that.
  • Head of investing.

NARRATOR: And hey, speaking of investing, Betterment understands that it can feel:

  • Complicated.
  • Pretty overwhelming for people.
  • Risky.

NARRATOR: That's why they make it:

  • Simple.
  • Simple.
  • Simple.

NARRATOR: For anyone to be invested. All thanks to:

  • Intuitive software.
  • Automated technology.
  • Tax loss harvesting.
  • Tax loss harvesting. We call it TLH.

NARRATOR: Everyone here thinks that the best thing about Betterment is absolutely, hands down:

  • Probably the goal forecaster.
  • Fiduciary driven advice.
  • All of the socially responsible investing portfolios.
  • Connected accounts.
  • Amazing tech.
  • Optimized tax savings.
  • The recurring deposit feature.
  • Automated investing.
  • Slick mobile app.
  • The office dog.
  • That's a good perk, too.

NARRATOR: And customers use Betterment to invest for anything like:

  • A new house.
  • 401(k).
  • Education.
  • Student loan repayment.
  • Plain old emergency fund.
  • A farm with cute little goats.
  • I would love to buy or build a tree house in the woods someday.

NARRATOR: No matter what you're investing for, you should feel:

  • Confident.
  • Optimistic.
  • Empowered.

NARRATOR: --about your finances because:

  • Everyone
  • Everyone
  • Everyone

NARRATOR: --deserves to be invested.

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