Meet Betterment—who we are

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.