Company
Betterment
Betterment is a digital investment platform offering automated investing, self-directed stock and ETF trading, retirement accounts (IRAs and 401(k)s), high-yield cash accounts, and crypto investing. It serves individuals and employers, providing tax-optimization technology, financial planning tools, and optional advisory services from certified financial planners. The company manages over one million customer accounts.
Betterment is a privately held company operating in the fintech sector, based in USA.
Leadership
Former
Recent developments
AI summary of recent coverageRecent coverage has focused on Jon Stein's professional ventures following his departure from Betterment's chief executive role. Headlines document his acquisition of FinanceHQ, a registered investment advisor referral business, as well as his subsequent appointments to leadership positions at Smith Hill Capital and earlier roles at other firms.
Summarized from the headlines in the sidebar; see each source for the full story.