Betterment
betterment.comBuild your wealth in the background
Finance & Fintechautomated-investingrobo-advisorpersonal-financehigh-yield-savingsportfolio-managementtax-loss-harvestingfintech
About
Betterment is an automated investing and financial planning platform that offers tailored investment portfolios, high-yield cash accounts, and checking services. It uses goal-based investing and tax-loss harvesting to help users grow their wealth passively. With over $70 billion in assets under management and 1 million+ customers, it serves as a comprehensive digital financial service.
Problem
Managing investments and savings is complex and time-consuming, leading many people to under-invest or make suboptimal financial decisions.
For
individual investors and savers looking for automated, low-effort wealth management
How it works
Users open an account, set financial goals, and Betterment automatically builds and rebalances a tailored investment portfolio while optimizing for tax efficiency.
Business model
freemium
Status
launched
Company
Betterment Holdings Inc.