search

Betterment

Unclaimed vendor Unclaimed
Reviews pending

Betterment Products (5)

   
search

401(k) Plan

search

403(b) Plan

search

Investment Management

search

SEP IRA

search

SIMPLE IRA

Product Description

Show More

About this product

×

Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

23 RFI Questions RFI questions

RFI questions number is Locked

12 Specific Questions Specific Questions tooltip

Lock

Product Features

Show All Features

Product Features

×

Not Provided.

Betterment Info

Founded:

2010

Funding Summary:

Not Provided

Location:

8 W 24th St, New York, New York 10010, US

Links:

Employees:

Not Provided
Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Charging a management fee of 0.25%,... Show More

About this vendor

×
Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Charging a management fee of 0.25%, the company enables users to access, view, share, and review their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime. Betterments products also include Tax Loss Harvesting, a program that works to offset taxes on both gains and income; and RetireGuide, a series of online surveys to enable users to determine the success of their long-term financial goals.

Streamline Your Vendor Selection

Our team of experts can help you choose the right vendor for your business. Let’s get in touch!