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
Head of Applied AI
A.J. Kramer
SVP, Operations
Sandy Lavipour
VP, Strategy & Communications
Jon Mauney
VP, Data
Liane Pierce
SVP, Customer Experience
Start your journey with us.
