Betterment is a leading independent digital investment advisor (robo-advisor) headquartered in New York City. The company offers automated, goal-based investing services, cash management solutions (checking and high-yield cash reserve accounts), and personalized financial advice, primarily through its online platform and mobile apps. Betterment aims to make investing simpler, more accessible, and more efficient for individuals by leveraging technology to manage diversified portfolios tailored to customer risk tolerance and financial goals. They serve retail investors as well as providing solutions for financial advisors (Betterment for Advisors) and employers (Betterment for Business 401(k)).
Serves as the central hub for executive leadership, product development, engineering, marketing, operations, design, and corporate functions.
Modern office space designed for collaboration, likely featuring open floor plans, meeting rooms equipped with technology, common areas, and amenities typical of a contemporary tech company.
Generally described as collaborative, fast-paced, and mission-driven, focusing on using technology to improve financial outcomes for customers. Emphasis on transparency and data-driven decisions.
Located in a major global financial and technology center, providing access to talent, partnerships, and industry events. The NYC location anchors its presence in the US financial services industry.
While Betterment's physical offices are located within the United States (primarily NYC, Denver, and Philadelphia), its services are primarily focused on US-based clients due to regulatory and operational complexities of international financial services. Its platform is accessible online, but account opening is generally restricted to US residents. Support functions like engineering and customer service operate from its US offices to serve its client base.
8 W 24th St
New York
NY
USA
Address: Specific street address not publicly listed, but presence confirmed in Denver.
Provides geographic diversification for talent acquisition, operational resilience, and potentially serves clients or functions specific to the Mountain West region.
Address: Specific street address not publicly listed, but presence confirmed in Philadelphia.
Access to talent in the Philadelphia metro area, potentially supporting East Coast operations and the advisor network.
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As of April 2025, Betterment' leadership includes:
Betterment has been backed by several prominent investors over the years, including:
Over the past year, Betterment has seen some key executive appointments, notably strengthening its technology and security leadership, while maintaining stability in top roles like CEO.
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Betterment primarily uses the first initial followed by the last name for its employee email addresses.
[first_initial][last]@betterment.com
Format
jdoe@betterment.com
Example
85%
Success rate
CNBC • May 14, 2024
Betterment updated its cryptocurrency offering, introducing four expert-built, diversified crypto portfolios managed through Betterment, aiming to simplify crypto investing for its clients alongside traditional assets....more
Business Wire • April 11, 2024
Betterment unveiled a refreshed brand identity, including a new logo and visual system, along with a national advertising campaign titled 'Investing for Your Goals, Not Someone Else’s.' The campaign emphasizes personalized, goal-based investing....more
Help Net Security • November 29, 2023
Betterment announced the appointment of Kwame Goodall as its new Chief Information Security Officer (CISO) to oversee the company's security strategy and protect customer data and assets....more
InvestmentNews • September 29, 2023
Betterment for Advisors introduced new cash management solutions, including Cash Reserve (high-yield savings) and Checking accounts, specifically designed for financial advisors to offer their clients through the Betterment platform....more
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