38:
333:
In
December 2023, a survey by Betterment at Work delved into the retirement preparedness of the U.S. workforce. The study, comparing data from 2022, surveyed 1,000 full-time U.S. employees to analyze changes in retirement readiness and financial wellness over the past year. It also explored shifts in
359:
In
September 2021, the company secured $ 160 million in growth capital, consisting of a $ 60 million Series F equity round led by Treasury and a $ 100 million credit facility, established with ORIX Corporation USA’s Growth Capital group and Runway Growth Capital. This financing valued the company at
313:
In
January 2016, the company launched Betterment for Business—a 401(k) platform aimed at small- to medium-sized businesses. It is built on the same underlying investment strategy and generally costs less than most traditional 401(k) plans. In February 2022, the business rebranded to Betterment at
298:
technologies such as computer algorithms. Licensed financial advisors provide over-the-phone consultations to customers who opt for additional support. Betterment's primary retail platform offers taxable and tax-advantaged investment accounts, including traditional and Roth individual retirement
484:
376:
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Betterment for
Advisors, its RIA custody division, expanded its custom portfolio construction menu by incorporating thousands of mutual funds for the first time. This initiative aligns with the mutual fund's 100th anniversary.
485:"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"
1094:
489:
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 |
377:"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"
306:
offering called
Betterment Institutional, subsequently renamed Betterment for Advisors, a digital platform for managing client assets using Betterment's built-in financial advice. In January 2017, the
1433:
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454:
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In
January 2024, Betterment at Work introduced a new commercial product enabling small business employers to automatically match employee student loan payments with a 401(k) contribution.
1438:
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in June 2010, and won the award of "Biggest New York
Disruptor". Within 24 hours, Betterment had attracted nearly 400 early customers, and the company began talks with early investors.
763:
356:, Menlo Ventures, Anthemis Group, Kinnevik, Francisco Partners, Globespan Capital Partners, Citi Ventures, The Private Shares Fund, Aflac Ventures and ID8 Investments.
509:
1118:
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on April 7, 2009. The parent company for
Betterment LLC and Betterment Securities, Betterment Holdings, Inc. was established in Delaware on January 29, 2008.
344:
In April 2024, Betterment announced the acquisition of Marcus Invest from
Goldman Sachs. Marcus Invest will start transferring these accounts to Betterment.
864:
323:
In February 2022, Betterment announced it had acquired Makara, a cryptocurrency portfolio manager. In October 2022, Betterment launched a crypto offering
314:
Work and announced the acquisition of the partner and customer relationships of Gradvisor, a platform that provides personalized college savings plans.
696:
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1095:"Wealthfront pounces after Betterment jacks up prices on small investors, but Betterment claims last laugh -- 'thousands' of new customers, it says"
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In December 2020, Betterment's founder Jon Stein stepped down as CEO and was succeeded by Viacom Media Networks's former COO Sarah Levy.
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Betterment's business model includes three areas of business: retail investment, a platform for advisors, and a
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310:(FPA) and Betterment for Advisors ran a program on digital investment advice for the association's members.
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1119:"Betterment at Work Survey Finds Less Than Half of US Workers Confident in Their Retirement Readiness"
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1167:"Betterment at Work Launches Industry-First Small Business Student Loan 401(k) Matching Solution"
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1319:"ID8 TO Platform Betterment Series F, a Series of ID8 Investments Master, LLC SEC Registration"
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employee benefit preferences and how these trends correlate with the economic landscape.
320:
In November 2021, Betterment released a new logo with an icon representing a rising sun.
943:"Betterment adds new student loan, 529 college savings features to its 401(k) business"
156:
697:"The TechCrunch Disrupt Final Five: Betterment, Movieclips, Publish2, Soluto And Ujam"
1417:
893:"Betterment sees 370% retirement plan growth bolstered by financial wellness efforts"
230:
110:
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1221:"Betterment Starts Offering Mutual Funds. Here's Why It May Win Over More Advisors"
840:"Betterment Allies With Fidelity To Bring Financial Advisers Into The 21st Century"
295:
980:
865:"The robots are coming for your investments — why that might not be a bad thing"
549:"Betterment to Acquire Robo-Investing Accounts from Goldman Sachs | PLANADVISER"
176:
58:
17:
1021:"Roboadvisor Betterment launches crypto offering with four themed portfolios"
330:
In December 2022, Betterment made an adjustment to their pricing structure.
141:
Financial services, asset management, portfolio management, trust services
404:"Digital Advisory Firm Betterment Enters Crypto With Makara Acquisition"
1395:"Betterment Secures $ 160 Million in Growth Capital | Finance Magnates"
1044:
288:
1318:
1192:"Betterment Unveils Small Biz Student Loan 401(k) Matching Solution"
622:
430:
599:"Growing At 300% To $ 8.5 Billion, Betterment Offers Fee, Tax Edge"
294:
The company's personalized financial advice uses principles-based
671:"Betterment Launches On Stage At TechCrunch Disrupt - Betterment"
253:
Betterment was founded in 2008 in New York City by Jon Stein, a
1294:"Betterment Valuation Rises to $ 1.3 Billion on Funding Round"
967:"Betterment's founder Jon Stein replaced by Sarah Levy as CEO"
996:"Betterment offers four pricey and similar crypto portfolios"
1206:"Betterment adds mutual funds for custom portfolio builders"
917:"Robo-Advisor Betterment Launches 401(k) Plan for Employers"
236:
As of August 2023, Betterment had more than $ 45 billion of
190:
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The company is based in New York City, registered with the
1246:"Goldman Sachs sells Marcus Invest accounts to Betterment"
525:"Betterment to Acquire Marcus' Digital Investing Accounts"
210:
company which provides digital investment, retirement and
1346:"Robo-advisory firm Betterment reaches unicorn valuation"
814:"7 Best Financial Advisors in Tampa, Florida • Benzinga"
743:"Betterment Drops Account Minimums on Custom Portfolios"
1143:"2023 Retirement Readiness Report | Betterment at Work"
1270:"Goldman sells Marcus Invest accounts to Betterment"
790:"Betterment vs. Wealthfront: Which is Best for You?"
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Financial services companies based in New York City
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327:, in which customers can invest in crypto assets.
574:"Jon Stein '09 on the Entrepreneurial Experience"
1429:Financial services companies established in 2008
1439:Privately held companies based in New York City
1399:Financial and Business News | Finance Magnates
1371:"Betterment raises funds at $ 1.3bn valuation"
455:"Investment Safety and Security at Betterment"
764:"Robo-Advisor 'Betterment' Adds Human Advice"
523:Muhn (@julieschicktanz), Julie (2024-04-23).
257:graduate, and Eli Broverman, a lawyer out of
8:
623:"Betterment Holdings, Inc. SEC Registration"
508:: CS1 maint: multiple names: authors list (
30:
1069:"Betterment raises fees on small investors"
171:Betterment at Work Betterment for Advisors
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29:
766:. CNBC. 31 January 2017. Archived from
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302:In October 2014, Betterment launched a
223:Financial Industry Regulatory Authority
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352:Betterment has received funding from
7:
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240:and over 850,000 customer accounts.
647:"Division of Corporations - Filing"
483:Breen, Brooke Southall, and Oisin.
219:Securities and Exchange Commission
25:
431:"Betterment LLC SEC Registration"
1019:Ramaswamy, Anita (2022-10-12).
741:Nair, Lavanya (29 March 2019).
717:"How We Got Funded: Betterment"
572:School, Columbia (2014-04-09).
1244:Team, Editorial (2024-04-25).
325:Crypto Investing by Betterment
308:Financial Planning Association
1:
227:registered investment advisor
941:Konish, Lorie (2022-02-23).
891:Konish, Lorie (2021-11-05).
461:. 2014-03-03. Archived from
255:Columbia Business School MBA
994:Kim, Crystal (2022-10-12).
981:"Betterment brand identity"
277:TechCrunch Disrupt New York
70:; 16 years ago
27:American technology company
1455:
354:Bessemer Venture Partners
161:Betterment Holdings, Inc.
35:
291:product for businesses.
275:The company launched at
238:assets under management
1045:"Betterment's Pricing"
651:icis.corp.delaware.gov
360:nearly $ 1.3 billion.
221:, and a member of the
151:US$ 45 billion (2024)
268:was established as a
249:Foundation and launch
695:Arrington, Michael.
304:business-to-business
270:Delaware corporation
1300:. 29 September 2021
553:www.planadviser.com
59:Investment services
32:
1147:www.betterment.com
1049:www.betterment.com
208:financial advisory
1350:Finextra Research
299:accounts (IRAs).
259:NYU School of Law
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16:(Redirected from
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723:. March 6, 2013
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983:. 2021-11-16.
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465:on 2017-08-23
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1402:. Retrieved
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1352:. 2021-09-30
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1274:Banking Dive
1273:
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1173:. 2024-01-25
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1123:Savannah CEO
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1075:. 2022-11-18
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923:. 2015-09-11
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820:. 2020-05-12
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794:Investopedia
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677:. 2010-05-25
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296:robo-advisor
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177:Subsidiaries
126:Sarah Levy (
100:Headquarters
45:Company type
869:MarketWatch
193:.betterment
1418:Categories
1404:2022-03-16
1380:2022-03-16
1356:2022-03-16
1328:2022-03-16
1323:sec.report
1304:2022-03-16
1279:2024-04-26
1255:2024-04-26
1230:2024-04-25
1177:2024-04-25
1152:2024-04-25
1128:2024-04-25
1104:2023-02-18
1079:2023-02-18
1054:2023-02-18
1030:2023-02-18
1025:TechCrunch
1005:2023-02-18
952:2022-03-15
927:2017-06-01
921:NerdWallet
902:2022-03-15
874:2017-06-01
849:2020-05-07
824:2020-06-17
799:2022-03-15
727:2017-06-01
702:2017-06-01
681:2017-06-01
675:Betterment
656:2017-06-01
632:2021-08-04
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