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Betterment (company)
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| Company type | Private |
|---|---|
| Industry | Investment services |
| Founded | 2008 |
| Founders |
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| Headquarters | , |
Key people |
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| Products | Financial services, asset management, portfolio management, trust services |
| AUM | US$50 billion (2024) [1] |
| Parent | Betterment Holdings, Inc. |
| Divisions | Betterment at Work Betterment for Advisors |
| Subsidiaries | MTG, LLC. |
| Website | www |
Betterment is an American financial advisory company which provides digital investment, retirement and cash management services.[2]
The company is based in New York City, registered with the Securities and Exchange Commission,[3] and a member of the Financial Industry Regulatory Authority. It is a registered investment advisor and broker-dealer.[4]
As of September 2024, Betterment had more than $50 billion of assets under management and over 900,000 customer accounts.[5][6][7]
- ^ "Pioneering Robo-Advisor Wealthfront Tops $50 Billion in Assets". barrons.com. Retrieved 2024-10-03.
- ^ "Digital Advisory Firm Betterment Enters Crypto With Makara Acquisition". Investopedia. Retrieved 2022-03-15.
- ^ "Betterment LLC SEC Registration". sec.report. Retrieved 2021-08-04.
- ^ "Investment Safety and Security at Betterment". Betterment. 2014-03-03. Archived from the original on 2017-08-23. Retrieved 2017-06-01.
- ^ Welsch, Andrew. "Pioneering Robo-Advisor Wealthfront Tops $50 Billion in Assets". www.barrons.com. Retrieved 2024-10-03.
- ^ "Betterment Launches "Pursue Better" Campaign in Partnership With World-Class Athletes". Yahoo Finance. 2024-09-10. Retrieved 2024-10-03.
- ^ "Is Betterment Safe for 2024?". Investopedia. Retrieved 2024-10-03.
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