Betterment is a technology-driven financial services company offering automated digital investment, retirement, savings, and cash management solutions for retail investors, advisors, and businesses. It provides robo-advisor services using algorithms for personalized portfolios, primarily composed of low-cost ETFs, along with 401(k) plans and tax optimization tools. As of September 2024, it manages over $56 billion in assets with more than 900,000 customer accounts, positioning it as a leading independent digital financial advisor.

Products & services

Automated Investing A managed investing service that builds and maintains diversified ETF portfolios based on a client’s goals, timeline, and risk profile.
Retirement Accounts and Planning Retirement solutions including traditional, Roth, and SEP IRAs, rollovers, Solo 401(k) accounts, and planning tools for saving and income goals.
Betterment at Work 401(k) A workplace 401(k) platform that combines plan administration, investment management, participant support, and retirement planning for employers and employees.
Betterment Advisor Solutions A technology-enabled custody and practice-management platform for independent registered investment advisors, with portfolio management, tax tools, operations, and client support.
Self-Directed Investing A brokerage service for trading thousands of stocks and ETFs, including fractional shares, with tools that show potential tax impacts before selling.
Cash Reserve A high-yield cash management account for saving, transferring, and withdrawing funds, with variable interest and FDIC insurance through participating program banks.

Leadership

Eli Broverman Co-Founder
Kim Rosenblum Chief Marketing Officer
Johanna Richardson Chief Product Officer
Dan Egan Director of Behavioral Finance & Investing
Jon Stein Founder

Seniority mix

Entry & junior 0%
Mid-level 13%
Senior 40%
Lead & principal 0%
Manager & above 47%

Based on 15 open roles

Brands & subsidiaries

Marcus Makara

Work at Betterment.

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