Betterment

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Betterment is a technology-driven financial advisory company based in New York City. Founded in 2008, it specializes in automated digital wealth management, retirement planning, and cash management services. Betterment operates as a fiduciary, ensuring it acts in the best interest of its clients. The company manages over $50 billion in assets for nearly a million customers, making it the largest independent digital financial advisor among robo-advisors.

Betterment offers a range of financial tools across three main areas: automated investing, cash management, and retirement solutions. Its automated investing services include guided portfolios, personalized advice, and specialized strategies like tax-smart investing. For cash management, Betterment provides high-yield savings accounts and FDIC-insured checking accounts. Its retirement solutions feature various IRAs and a tech-enabled 401(k) plan tailored for small businesses. By serving retail investors, small businesses, and financial advisors, Betterment aims to make wealth management accessible and straightforward.

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