Betterment
Betterment's Overview
Betterment is a smart money manager and the largest independent robo-advisor, offering automated, diversified investment portfolios, personalized financial advice, and high-yield cash management accounts. Their platform is designed to make investing accessible, efficient, and goal-oriented for everyone, from beginners to seasoned investors. They leverage technology to provide services like tax-loss harvesting, portfolio rebalancing, and tailored advice at a lower cost than traditional human advisors.
Where is Betterment's Headquarters?
HQ Function
Serves as the central hub for technology development, product innovation, marketing, operations, and executive leadership, driving the company's mission to democratize financial advice.
Notable Features:
Modern office space within the Hudson Yards complex, featuring collaborative workspaces, advanced technology infrastructure, and employee amenities designed to foster innovation. Likely offers panoramic city views and an open-plan layout.
Work Culture:
Characterized by a fast-paced, innovative, and collaborative environment. There's a strong emphasis on data-driven decision-making, customer-centricity, and a mission-driven approach to improving financial outcomes for users. The culture encourages learning and growth.
HQ Significance:
Strategically located in a major financial and tech center, the NYC headquarters allows Betterment to attract top talent and stay at the forefront of fintech innovation. It's the core of their U.S. operations.
Values Reflected in HQ: The choice of a modern, tech-enabled office in a dynamic location reflects Betterment's values of innovation, efficiency, and forward-thinking. Collaborative spaces underscore their emphasis on teamwork.
Location:
Betterment primarily serves clients residing in the United States. Its investment products, advisory services, and regulatory compliance are specifically structured for the U.S. market. While the platform is accessible online globally, account opening and servicing are generally restricted to U.S. residents. Its global functions are mainly supported through its technology platform's reach, with core operations, customer support, and financial advisory services centralized within the U.S.
Street Address:
10 Hudson Yards, 23rd Floor
City:
New York
State/Province:
NY
Country:
USA
Betterment's Global Presence
Denver, Colorado, USA
Address: 1600 Platte St, Denver, CO 80202
Taps into Denver's rapidly growing tech talent pool and offers a strategic location for engineering excellence and product development. It diversifies talent acquisition and provides a strong secondary tech base outside of New York City.
Philadelphia, Pennsylvania, USA
Address: 1700 Market St, Philadelphia, PA 19103
Provides access to a skilled workforce in the financial services and customer support sectors, complementing the functions of the NYC headquarters and Denver tech hub.
Buying Intent Signals for Betterment
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Executive Team of Betterment
As of April 2025, Betterment' leadership includes:
Investors of Betterment
Betterment has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Over the past year, Betterment has experienced notable executive transitions, particularly strengthening its marketing leadership with a new CMO and appointing a new head for its 'Betterment for Advisors' division, indicating strategic evolution and focus on growth areas.
Departures
New Appointments:
Technology (Tech Stack) used by Betterment
Discover the tools Betterment uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Betterment Email Formats and Examples
Betterment primarily uses a combination of first name initial and last name for their employee email addresses. Other formats might exist but this is one of the most common observed patterns.
[first_initial][last]@betterment.com
Format
slevy@betterment.com
Example
85%
Success rate
News and media
Yahoo Finance (via PRNewswire) • May 2, 2024
Betterment Celebrates Savers with Launch of New High-Yield Cash Account Features
Betterment announced new features for its high-yield cash account, Cash Reserve, aimed at helping customers save more effectively. These enhancements include options for setting up recurring deposits and creating savings goals with specific target dates, further simplifying personal finance management for its users....more
Ad Age • February 20, 2024
Betterment Names Tibby TeSelle Chief Marketing Officer
Betterment appointed Tibby TeSelle as its new Chief Marketing Officer. TeSelle previously held senior marketing roles at Shutterfly and Next Insurance, and is expected to lead Betterment's brand strategy and customer acquisition efforts....more
CNBC • October 26, 2023
Betterment rolls out new crypto portfolio options
Betterment expanded its cryptocurrency offering by introducing new diversified crypto portfolios, allowing customers to invest in curated baskets of digital assets. This move aims to provide more choice and cater to growing investor interest in the crypto space within a managed framework....more
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