>> 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

    SOC2ISO27001GDPRHIPAA

    ● certified · ○ not verified

    Compliance data is community-sourced and may be incomplete or out of date. Always verify certifications directly with the vendor's official trust or security page before relying on them.

    Self-hostable

    No

    Some data-handling details aren't verified yet. Help verify this data ↗

    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

    // MORE IN FINANCIAL PLANNING

    Wealthfront logoWealthfront
    Paid
    FinanceFinancial Planning
    #robo-advisor#automated investing
    Brex AI logoBrex AI
    Freemium
    FinanceFinancial Planning
    #corporate card#expense management
    Ramp logoRamp
    Freemium
    FinanceFinancial Planning
    #spend management#corporate cards