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Betterment Institutional's Overview

Total employees800
HeadquartersNew York
Founded2008

Betterment Institutional is the division of Betterment dedicated to providing financial advisors, Registered Investment Advisors (RIAs), and institutions with advanced digital investment management solutions. It offers a comprehensive platform that includes automated portfolio management, access to a range of investment strategies including custom and third-party model portfolios, trading and rebalancing tools, practice management resources, and a seamless client experience. The platform aims to help advisors scale their business, enhance client relationships, and navigate the complexities of modern wealth management efficiently, all under their own brand.

Where is Betterment Institutional's Headquarters?

HQ Function

Serves as the central hub for Betterment's operations, including technology development, product management, marketing, client support, compliance, and executive leadership for all its services, including the Betterment Institutional platform.

Notable Features:

Modern office space located in a prominent Manhattan financial district building, designed to foster collaboration and innovation, reflecting its status as a leading fintech company.

Work Culture:

Betterment fosters a mission-driven, collaborative, and innovative work environment. The culture emphasizes customer-centricity, transparency, continuous learning, and data-driven decision-making. It also supports diversity, inclusion, and work-life integration.

HQ Significance:

The New York City headquarters strategically positions Betterment Institutional at the intersection of finance and technology, providing access to top talent, industry partnerships, and critical market insights.

Values Reflected in HQ: The headquarters' location and environment likely reflect Betterment's core values of innovation, customer focus, transparency, and building for the long-term.

Location:

Betterment Institutional, as an integral part of Betterment, primarily focuses its services and operations within the United States. The platform is designed for U.S.-based financial advisors and their clients, adhering to U.S. financial regulations. While its physical office locations are in the U.S., Betterment utilizes a distributed workforce model with many remote employees across the country, supporting various functions including engineering, product, and operations that benefit Betterment Institutional. There is no indication of distinct international offices for client-facing institutional services.

Street Address:

One Liberty Plaza, Floor 51

City:

New York

State/Province:

NY

Country:

USA

Betterment Institutional's Global Presence

Philadelphia, PA, USA

Address: Operations are centered in the Philadelphia metropolitan area; specific street address for this hub is not consistently publicized by the company.

Leverages Philadelphia's strong technology and financial services talent pool to enhance Betterment's engineering capabilities and support its growth across all business lines.

Buying Intent Signals for Betterment Institutional

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Betterment Institutional

As of April 2025, Betterment Institutional' leadership includes:

Sarah Levy - Chief Executive Officer, Betterment
Tom Moore - Head of Betterment for Advisors
Mike Reust - President, Betterment
Boris Khentov - SVP, Product Strategy & Operations

Investors of Betterment Institutional

Betterment Institutional has been backed by several prominent investors over the years, including:

Kinnevik AB
Menlo Ventures
Bessemer Venture Partners
Francisco Partners
Anthemis Group
Citi Ventures
Northwestern Mutual
Correlation Ventures
F-Prime Capital
Greyhound Capital

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

As of mid-2024, there have been no widely publicized major C-suite executive hires or departures at Betterment in the preceding 12 months. The existing leadership team, including those overseeing Betterment Institutional, appears to have maintained stability at the highest levels. Personnel changes below the top executive ranks are not typically announced publicly by the company.

Technology (Tech Stack) used by Betterment Institutional

Discover the tools Betterment Institutional uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Betterment Institutional Email Formats and Examples

Emails from Betterment employees, including those working with Betterment Institutional clients and partners, generally use standard corporate email formats associated with the betterment.com domain. The most common patterns are based on employee names.

[first_initial][last]@betterment.com or [first].[last]@betterment.com

Format

jdoe@betterment.com

Example

85%

Success rate

News and media

PR NewswireJanuary 24, 2024

Betterment Reaches $45 Billion in Assets Under Management

Betterment announced it has surpassed $45 billion in assets under management (AUM). The company highlighted its continued growth driven by its diverse offerings for retail investors, 401(k) solutions through Betterment at Work, and services for financial advisors via Betterment for Advisors (the platform underpinning Betterment Institutional)....more

Citywire RIANovember 2, 2023

Betterment for Advisors Hits $1B in Crypto AUM in Six Months

Betterment for Advisors reported that its cryptocurrency offering tailored for registered investment advisors (RIAs) achieved $1 billion in assets under management within just six months of its launch. This milestone indicated strong adoption by financial advisors leveraging the platform for digital asset exposure for their clients....more

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