Better is different for everyone.
It can feel big, like retiring early. It can feel urgent, like investing in a climate-conscious portfolio. Or it can just feel helpful, like using recurring deposits so you never forget to save.
You deserve financial peace of mind.
That's where we come in. We're here to simplify overly complex ideas. To help you set goals and give purpose to your money.
We offer the best of both worlds.
We do that by combining easy-to-use, automated investing technology with great advice so you can make "better" what you want it to be.
No one ever tiptoed to real change. We’re constantly looking for new ways to disrupt financial services and create a better world for our customers.
SARAH LEVY, CEO-
Sarah Levy
Chief Executive Officer
-
Peter Lorimer
Chief Financial Officer -
Seth Rosenbloom
General Counsel -
Mike Reust
President -
Johanna Richardson
Chief Product Officer -
John Mileham
Chief Technology Officer -
Kim Rosenblum
Chief Marketing Officer -
Kumud Sharma
Chief People Officer -
Boris Khentov
SVP, Investing & Capital Markets -
A.J. Kramer
SVP, Operations -
Sandy Lavipour
VP, Strategy & Communications -
Jon Mauney
VP, Data -
Liane Pierce
SVP, Customer Experience
Start your journey with us.
