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Betterment

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About Betterment

Betterment is a fintech company that automates money management through automated investing, high-yield cash, and retirement planning solutions. It offers globally diversified ETF portfolios, cash management products, and tax-saving technology designed to simplify saving and investing for individuals and households. The company emphasizes fiduciary guidance and access to advisors, with services spanning from robo-advisory investing to self-directed options and IRA support. Headquartered in New York, it operates primarily in the United States and serves individuals, employers, and advisors with digital-first wealth management.

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Recent Deals

No recent deals for this company.

Key Team Members

Sandy Lavipour

VP, Strategy & Communications

Liane Pierce

SVP, Customer Experience

Sarah Levy

Chief Executive Officer

Seth Rosenbloom

General Counsel

Peter Lorimer

Chief Financial Officer

Key Facts

HQ Location

United States

Founded

2008

Employees

501-1K

Status

Private

Website

https://betterment.com