Betterment

Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
Company Details
Title Betterment
Industries Finance, Financial Services, FinTech, Impact Investing, Retirement
Headquarters Regions Greater New York Area, East Coast, Northeastern US
Headquarters Location New York, New York, United States
No Of Employees 101-250
Operating Status Active

Description

Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Charging a management fee of 0.25%, the company enables users to access, view, share, and review their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime. Betterments products also include Tax Loss Harvesting, a program that works to offset taxes on both gains and income; and RetireGuide, a series of online surveys to enable users to determine the success of their long-term financial goals.