BETTERMENT

Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Charging a management fee of 0.25%, the company enables users to access, view, share, and review their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime. Betterments products also include Tax Loss Harvesting, a program that works to offset taxes on both gains and income; and RetireGuide, a series of online surveys to enable users to determine the success of their long-term financial goals.

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BETTERMENT

Social Links:

Facebook

Twitter

Industry:

Finance Financial Services FinTech Impact Investing Retirement

Founded:

2008-08-25

Address:

New York, New York, United States

Country:

United States

Website Url:

http://www.betterment.com

Total Employee:

101+

Status:

Active

Contact:

888-603-9583

Email Addresses:

[email protected]

Total Funding:

435 M USD

Technology used in webpage:

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Current Advisors List

eli-broverman_image

Eli Broverman Board of Directors @ Betterment
Board_member
2007-01-01

charles-birnbaum_image

Charles Birnbaum Observer @ Betterment
Board_observer
2013-06-01

donna-wells_image

Donna Wells Board Member @ Betterment
Board_member
2018-03-08

robert-stavis_image

Robert Stavis Member of the Advisory Board @ Betterment
Advisor
2010-01-01

arvind-purushotham_image

Arvind Purushotham Member of the Advisory Board @ Betterment
Advisor

saman-majd_image

Saman Majd Advisor @ Betterment
Advisor

jonathan-straub_image

Jonathan Straub Advisory Board - Betterment Institutional @ Betterment
Advisor
2014-01-01

david-nikzad_image

David Nikzad Investor @ Betterment
Board_member
2009-10-01

Current Employees Featured

eli-broverman_image

Eli Broverman
Eli Broverman Co-Founder @ Betterment
Co-Founder
2007-01-01

joe-ziemer_image

Joe Ziemer
Joe Ziemer Vice President of Communications @ Betterment
Vice President of Communications
2016-09-01

boris-khentov_image

Boris Khentov
Boris Khentov SVP of Operations & Legal Counsel @ Betterment
SVP of Operations & Legal Counsel
2018-04-01

dan-egan_image

Dan Egan
Dan Egan Director of Behavioral Finance & Investing @ Betterment
Director of Behavioral Finance & Investing
2012-12-01

florian-harr_image

Florian Harr
Florian Harr Staff Software Engineer @ Betterment
Staff Software Engineer
2021-07-01

robert-jenkins_image

Robert Jenkins
Robert Jenkins Investment Committee @ Betterment
Investment Committee
2016-01-01

sophia-russell_image

Sophia Russell
Sophia Russell Lead Site Reliability Engineer @ Betterment
Lead Site Reliability Engineer
2019-03-01

amy-shapero_image

Amy Shapero
Amy Shapero Chief Financial Officer @ Betterment
Chief Financial Officer

mjumbe-poe_image

Mjumbe Poe
Mjumbe Poe Data Engineer @ Betterment
Data Engineer
2019-08-01

nathan-griffith_image

Nathan Griffith
Nathan Griffith Staff Engineer @ Betterment
Staff Engineer
2016-06-15

Founder

eli-broverman_image

Eli Broverman

jon-stein_image

Jon Stein

Acquisitions List

Date	Company	Article	Price
2022-02-23	Gradvisor	Gradvisor acquired by Betterment	N/A
2022-02-08	Makara	Makara acquired by Betterment	N/A
2021-03-05	Wealthsimple - U.S. book of business	Wealthsimple - U.S. book of business acquired by Betterment	N/A
2013-10-18	ImpulseSave	ImpulseSave acquired by Betterment	N/A