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Betterment

Leading independent robo-advisor with $40B+ AUM. Offers automated investing, tax-loss harvesting, retirement planning, and 401(k) services. Known for goal-based investing and low fees.

Reputation & Trust

54 reviews
1000000Users

Overview

Pricing Model
aum-fee
Founded
2010

Products & Services

Betterment Investing

broker

Automated investment portfolios with tax-loss harvesting

$0.25 / percent-annual
  • Tax-loss harvesting
  • Automated rebalancing
  • Goal-based investing
  • Retirement planning
Learn more

Betterment Cash Reserve

broker

High-yield cash account with FDIC insurance

Free tier available
  • Up to 4.65% APY
  • FDIC insured
  • No fees
Learn more

Company Information

Legal Name
Betterment LLC
Headquarters
New York, US

Founding

Founded
2010
Founder
Jon Stein
Background
Columbia Business School MBA

Competitive Analysis

Proposition: Tax-coordinated portfolio with 9%+ historic returns

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All information is for educational use only and is not investment advice. There is a substantial risk of loss in trading commodity futures, stocks, options and foreign exchange products. Past performance is not indicative of future results.
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