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Betterment is built to help you make the most of your moneytoday, tomorrow, and beyond. We help you unify your financial life across spending, saving, investing, and retirement, with personalized, fiduciary advice that puts you and your needs first.https://www.betterment.com/social-disclosures/
Betterment is an online investment company which allows users to select how much they want to invest in stock and bond ETFs. It also provides a facility to open an account without paying any deposit and charges a management fee of 0.15%–0.35% based on the account balance. Its automated platform eliminates the typical complexities & time taken by a traditional investment account and also offers a B2B2C platform for RIAs as well as a 401(K) investment. Recently, Betterment was named in the 2019 Forbes FinTech 50 startups list.
Provides services for financial planning, retirement, IRAs, trust & tax loss harvesting, and help its users by automating investing services to manage, protect, and grow their wealth.
Transaction-based revenue model – the company charges fees starting at 35% for customers with less than $10,000 invested through the service & 15% for those with more than $100,000 assets under management.
Burgess Financial Planning
and XY Planning Network.
The company aims at giving its customer 4.30% higher returns compared to a typical DIY investor.
$800 M in 2017
$15 B in 2019
0.4 Million in 2019
The company manages over $15 billion in assets for 400,000 customers. (Feb. 2019)
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