Business Profile
Betterment provides automated investing and cash management with tax-saving technology, helping users grow wealth through diversified portfolios and high-yield cash options.
{"Individuals seeking hands-off investing and retirement planning","Employers seeking retirement plan solutions through Betterment for Business","Advisors seeking digital investment solutions"}
Fiduciary, automated platform combining tax-smart technology, diversified ETF portfolios, high-yield cash accounts, and optional 1:1 CFP advisor services, backed by a long track record and substantial assets under management.
Onboarding is immediate after sign-up; new-customer APY promotion up to 4.40% APY through January 15, 2026; long-term performance data cover multi-year history (as of 12/31/2024).
Praises Betterment as an excellent place to grow money with a set-it-and-forget-it investing approach
Describes reduced stress and hassle of managing retirement savings
Appreciates account variety, higher APY on cash, and easy mobile access
Values multiple account types, high APY on cash, and user-friendly app
Betterment is an automated money management platform offering automated investing, cash management, retirement accounts, crypto and bond exposure options, and optional premium advisory services.
Individuals seeking automated investing and retirement planning, plus employers and advisors seeking digital investment solutions
A fiduciary, automated digital advisor that blends low-cost ETF portfolios, tax efficiency, high-yield cash accounts, and optional 1:1 CFP advisory support across a broad suite of accounts
Accessible via web and mobile app; cash products managed through partner nbkc Bank (FDIC-insured); brokerage and custodial services through Betterment Securities and Apex Clearing; requires linking external accounts for funding and ongoing management
{"Premium plan charges 0.40% of invested balances for unlimited access to a CFP®-led advisory experience, with a minimum investing account balance of $100,000","Cash accounts offer promotional APYs up to 4.40% (variable) by boosting base 3.75% APY with a new-client boost of 0.65% through January 15, 2026; additional terms apply","Betterment Checking is offered through nbkc Bank and is not labeled as FDIC-insured by Betterment; program banks provide FDIC insurance; separate disclosures and limits apply"}
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