Betterment
Firm details
- Headquarters
- New York, New York
- CRD number
- 149117
- Registered since
- May 21, 2009
- Website
- www.betterment.com
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM
- Client types
- Individuals67.07%
- HNWI24.62%
- Pension & Profit Sharing Plans7.8%
- Corporations / Businesses0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Betterment LLC is an SEC-registered advisory firm (registered in 2009) that manages portfolios and provides financial planning for individual and family clients as well as some institutional business. The firm charges clients a percentage-of-assets fee and lists financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars among its advisory activities. Betterment identifies as an active ESG investor, is classified as a qualified custodian, and maintains an industry affiliation with a broker-dealer. The firm appeared on the Financial Times’ Top 300 RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Cash & Cash Equivalents21%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 701Active vs passive
$73.1B in ETFs
72%
$52.3B
5%
$20.8B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $9.9B | 138,727,174 | 13.52% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 450 W 33rd St
- Time zone
- ET (UTC-5)
- Office locations
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