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Betterment
AddedFeb 13, 2024
UpdatedJun 18, 2026
Betterment

Betterment

Operating

NYC-based Betterment offers digital investment, retirement, and cash management services.

Location
New York City, NY, US
Founded
2008
Firm
Compare
Fundraising
Employees
Website

Betterment, based in New York City, is a financial advisory firm specializing in digital investment, retirement, and cash management services. Founded in 2008 by Jon Stein and Eli Broverman, Betterment offers a range of products including automated investing, IRAs and 401(k) rollovers, socially responsible investing, and crypto investing. The firm manages assets worth $45 billion as of 2024 and caters to individuals, employers, and advisors through its divisions Betterment at Work and Betterment for Advisors.

Key decision-makers at Betterment include CEO Sarah Levy. The firm's investment philosophy emphasizes automated, goal-based investing with a focus on low-cost, diversified portfolios. Betterment provides unique value-add services such as high-yield cash accounts, checking accounts with rewards, and comprehensive retirement planning tools. The company also offers an all-in-one dashboard for tracking financial goals and access to financial advisors for personalized advice.

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Betterment - Classification

Also Known As
  • Betterment LLC
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 7 more industry codes
NAICS
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end