Betterment

Betterment United States Quick Overview

Betterment is an automated investing service that provides smart investment decisions to customers who want a better way to manage their money. Our revolutionary software helps people reach their financial goals through efficiency, for a low cost.

The company is based in New York City, registered with the Securities and Exchange Commission, and a member of the Financial Industry Regulatory Authority.

Betterment can help grow your money by making saving and investing easy. Invest in a tailored portfolio, set buckets for your goals, and earn rewards.

Making people's lives better
Our mission is to help people turn everyday investments, no matter how small, into their dreams, no matter how big.

“Better” is different for everyone
It can feel big, like retiring early. It can feel urgent, like investing in a climate-conscious portfolio. Or it can just feel helpful, like using recurring deposits so you never forget to save.

That's where we come in. We're here to simplify overly-complex ideas. To help you set goals and give purpose to your money. To build peace of mind into your financial future.

We do that by combining easy-to-use, automated investing technology with great advice so you can make "better" what you want it to be.

We’ll help you set an investing strategy for every goal.
- Let us know how much you want to save and by when.
- We’ll recommend a stock-and-bond allocation based on your goal.
- As you near your goal’s due date, we’ll adjust your allocation to reduce risk.
- Easily adjust your allocation yourself, or even build a custom portfolio.

Betterment United States Opportunities Overview

What you get when you invest with Betterment
1. Portfolio strategies built to help you earn better returns.
2. Investments diversified across the globe to benefit from multiple markets.
3. Low cost with no additional fees, and expense ratios well below industry average.
4. Personalized digital advice on how to invest based on your goal.

✔ Built to make investing easy.
We'll guide you through portfolio options, risk levels, goal setting, and savings features.

✔ Diversified investing.
Start saving, keep saving, move money, withdraw—anything you need.

✔ Transparent pricing.
Keep things simple with one low, annual fee of 0.25%.

✔ Invest with your values.
Our Socially Responsible Investing service helps you make an impact without sacrificing your performance goals.

✔ Save on taxes.
Get automated and optimized tax strategies to help you take home more.

✔ Track your finances.
Connect all outside accounts and manage your financial life in one place.

Get started with as little as $10 and use the top-rated Betterment app to invest on the go today!