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Betterment LLC

Financial Services

Betterment Stock

Betterment is a leading independent digital investment advisor offering automated investing services to help clients achieve optimal returns through diversified, expert-managed portfolios. Their platform includes features like tax-efficient investing, high-yield cash accounts, and personalized retirement planning, tailored to enhance wealth accumulation and financial security for individuals.

Founded: 2008

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Betterment Company Overview

Founded with a mission to make investing smarter and more accessible, Betterment stands out as the largest independent digital investment advisor. The company provides a range of financial products, including IRAs, 401(k) rollovers, and specialized portfolio options like socially responsible and crypto investing. Through its advanced, automated technology, Betterment offers curated investment strategies that include automated rebalancing, dividend reinvestment, and tax-loss harvesting, aimed at maximizing after-tax returns for its clients. Betterment's platform is designed for ease of use, offering a user-friendly interface and tools like historical performance trackers and an all-in-one dashboard for effective financial monitoring and planning. The company also offers cash management products such as high-yield cash accounts and checking accounts, providing liquidity with attractive returns. Geared towards individual investors, employers, and financial advisors, Betterment emphasizes low-cost investment solutions and transparency in fees. Its business model is built on the fiduciary standard, committing to act in the best interests of its clients. Betterment manages tens of billions of dollars in assets, reflecting its significant role and trust in the financial advisory and investment management industry. Betterment is recognized for its innovation and leadership in the robo-advisory field, continually enhancing its offerings to meet the evolving needs of its customers.

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Digital Investment Platform Betterment Introduces New Bitcoin And Ethereum Portfolio

Betterment, the largest independent digital investment advisor in the U.S., announced today the launch of a new Bitcoin/Ethereum Portfolio.

Betterment Announces High APY Offer for New Customers

No matter the account type, whether is a standard or high-yielding savings account or some investing involving risk, the general point is to make money on your money. Generally, this is done by earning some sort of return, interest rate or annual percentage yield, or APY.

How Betterment Is Taking on Schwab and Fidelity

For years, huge custodians responsible for trillions of dollars in assets have managed to control the vast majority of investor- and advisor-managed assets. But the 2020 merger of Charles Schwab and TD Ameritrade has created a perceived power vacuum that smaller custodians are eager to take advantage of.

Betterment at Work Expands Financial Benefits Platform with 529 Savings Solution Powered By Ascensus

Betterment at Work, a leading provider of modern financial benefits for today's diverse workforce, is launching a 529 Education Savings solution. The new offering represents Betterment at Work's evolution into a financial wellness platform with the 401(k) at its core, as it rapidly scales the number of employers it serves nationwide.

Betterment pays $9 million to settle SEC charges over tax loss harvesting

The Securities and Exchange Commission has charged digital advice company Betterment with alleged misstatements and omissions related to its tax-loss harvesting service. The disclosure and operating issues affected more than 25,000 client accounts and resulted in $4 million of potential tax benefits lost, according to the SEC’s order. The New York City-based robo-advisor agreed to settle the charges by paying a $9 million civil penalty without admitting or denying the SEC’s findings.