Meet Betterment—who we are
[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:
- Pretty overwhelming for people.
NARRATOR: That's why they make it:
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.
- 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:
NARRATOR: --about your finances because:
NARRATOR: --deserves to be invested.