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    Betterment logo

    Betterment

    Paid
    https://betterment.com
    >> OPEN TOOL

    Betterment is a leading AI-powered robo-advisor and digital wealth management platform that automatically invests and rebalances diversified portfolios based on user goals, risk tolerance, and time horizons. It uses AI for tax-loss harvesting, automated rebalancing, and personalized financial planning guidance.

    Category

    Finance

    Subcategory

    Financial Planning

    Free Tier

    Not available yet

    Paid Plans

    Digital plan 0.25%/year AUM; Premium plan 0.40%/year

    API Cost

    Not available yet

    Web AppiOS AppAndroid App

    Betterment Trust & Security Report

    Certifications, AI-training posture, and security controls, with sourced proof.

    VIEW
    ●SOC 2 Type II●SOC 1 Type II●SIG (Standard Information Gathering)●US Department of Labor (DOL) Cybersecurity

    Verified against Betterment's own trust and security pages. See the full report for sourced proof →

    Region

    United States only. Betterment is headquartered at 450 West 33rd Street, FL 11, New York, NY 10001. No data residency options or EU/other region hosting mentioned.

    Trains on Data

    No

    Self-hostable

    No

    Automated goal-based investing for retirement savingsTax-optimized investing through automated tax-loss harvestingBuilding diversified ETF portfolios without manual managementHigh-yield cash management accountsSocially responsible investing with ESG portfolios

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