Betterment

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About

Betterment is ranked #21 of 29 in financial Planning Software on Inferse. It runs on Android, iOS, Web. Paid plans start at $0.05/mo.

Compared on financial Planning Software

Free plan: Yesbetterment.com
Paid from: $5/mobetterment.com
Scheduled transfers: Yesbetterment.com
Interest on savings: Yesbetterment.com
Withdrawal method: manualbetterment.com

Facts

Core service: Betterment provides cash management, guided investing, and retirement planning, acting as a fiduciary.betterment.com · 1 Oct 2026
Automated investing: Its automated investing uses expert-built portfolios, ongoing advice, trading, rebalancing, and reinvesting technology.betterment.com · 1 Oct 2026
Tax features: Betterment offers fully automated tax-loss harvesting and Tax Coordination across eligible accounts.betterment.com · 1 Oct 2026
Self-directed investing: Customers can trade stocks and ETFs with no trading commissions, and Betterment waives its management fee on self-directed accounts.betterment.com · 1 Oct 2026
Cash products: Cash Reserve has no monthly management fee and Checking has no overdraft fees with ATM fees reimbursed.betterment.com · 1 Oct 2026
External accounts: Users can link external accounts for funding, net-worth tracking, and goal tracking; instant connections use Plaid.betterment.com · 1 Oct 2026
Advisor integrations: Betterment Advisor Solutions integrations connect accounts with other providers so advisors can view client information, holdings, and activity.betterment.com · 1 Oct 2026
Security controls: Betterment uses two-factor authentication, encrypted connections, password hashing, app-specific passwords, and biometric authentication.betterment.com · 1 Oct 2026
Investment protection: Betterment Securities is a SIPC member covering securities customers up to $500,000, including $250,000 for cash claims.betterment.com · 1 Oct 2026
Compliance evidence: Betterment's Trust Center lists SOC 1 Type II, SOC 2 Type II, SIG, and U.S. Department of Labor Cybersecurity badges.trust.betterment.com · 1 Oct 2026
Customer support: Customer support is available by phone at (718) 400-6898 Monday–Friday 8:00 AM–9:00 PM ET and weekends 9:00 AM–6:00 PM ET.betterment.com · 1 Oct 2026
Mobile app: The Betterment app supports deposits, transfers, withdrawals, outside-account connections, goal tracking, performance tracking, and dark mode.betterment.com · 1 Oct 2026
Scale: Betterment reports more than 1 million customers and more than $70 billion in assets under management.betterment.com · 1 Oct 2026

Company

Founded: 2008betterment.com · 28 Sept 2026
Headquarters: New York, New York, United Statesbetterment.com · 28 Sept 2026
Headquarters: Betterment's corporate office is at 450 West 33rd Street, Floor 11, New York, NY 10001.betterment.com · 1 Oct 2026