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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$45 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 August 2023, Betterment had more than $45 billion of assets under management and over 850,000 customer accounts.[5][6][7]
- ^ "As Betterment AUM balloons to $45 billion, Tom Moore ends DFA's exclusive mutual fund deal for RIAs and opens the floodgates; PIMCO, T.Rowe, Fidelity and Vanguard get first crack at DFA 'menu' hegemony". riabiz.com. Retrieved 2024-04-25.
- ^ "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.
- ^ Breen, Brooke Southall, and Oisin. "As Betterment AUM balloons to $45 billion, Tom Moore ends DFA's exclusive mutual fund deal for RIAs and opens the floodgates; PIMCO, T.Rowe, Fidelity and Vanguard get first crack at DFA 'menu' hegemony | RIABiz". As Betterment AUM balloons to $45 billion, Tom Moore ends DFA's exclusive mutual fund deal for RIAs and opens the floodgates; PIMCO, T.Rowe, Fidelity and Vanguard get first crack at DFA 'menu' hegemony | RIABiz. Retrieved 2024-04-24.
{{cite web}}: CS1 maint: multiple names: authors list (link) - ^ Muhn (@julieschicktanz), Julie (2024-04-23). "Betterment to Acquire Marcus' Digital Investing Accounts". Finovate. Retrieved 2024-04-24.
- ^ "Betterment to Acquire Robo-Investing Accounts from Goldman Sachs | PLANADVISER". www.planadviser.com. Retrieved 2024-04-24.