Betterment is an online investment company based in New York City, registered with the Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority (FINRA). Also known as Betterment.com, Betterment is a registered investment advisor (RIA)—the largest online investment advisor in the U.S.—and a broker-dealer. With both functions, the company provides personalized financial advice and automated investment management, investment execution, tax optimization, custodianship, and record-keeping. Betterment has a subsidiary 401(k) plan business Betterment for Business, and Betterment for Advisors, a management platform for registered investment advisors.

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Betterment.com
Betterment.com
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Betterment.com
Betterment.com
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  • What if you had a crystal ball for your taxes? Two words that don’t belong together: taxes and surprise. Our innovative new feature, Tax Impact Preview, estimates your taxes for a withdrawal or allocation change—before you complete the transaction. This sophisticated tool makes tax-aware investing easy, encourages smart investor behavior, and can ultimately increase your after-tax returns. https...

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