Betterment
Betterment is a financial services company that offers automated investing, retirement planning, and various account options, managing over $45 billion in assets for more than 850,000 customers.
Investing Services
Betterment offers a range of automated investing solutions. These include IRAs, 401(k) rollovers, and various portfolio options. Additionally, customers can opt for socially responsible investing and crypto investing to tailor their portfolios to personal values and financial goals.
Banking Services
Betterment provides high-yield cash accounts and checking accounts to its customers. These banking services are designed to complement its investing offerings, allowing for a comprehensive financial management experience.
Retirement Planning
Betterment offers robust retirement planning services. This includes tools and resources for IRAs and 401(k) rollovers, aimed at helping customers efficiently plan and manage their retirement savings. An all-in-one financial dashboard further aids users in keeping track of their overall financial health.
Educational Resources
Betterment provides a variety of educational resources to help customers make informed financial decisions. These resources include articles and videos covering a wide range of topics related to investing, retirement planning, and financial management.
Mobile App Features
Betterment offers a mobile app that allows customers to manage their investments and accounts conveniently. The app includes features for monitoring portfolios, accessing banking services, and utilizing the all-in-one financial dashboard.
Customer Base and Assets Under Management
Betterment manages over $45 billion in assets and serves more than 850,000 customers. The company has been in business for over 14 years, establishing itself as a reliable player in the financial services industry.