Betterment Holdings:
A Leading Robo Advisor

Recently Released!!!
Date Published: January 25, 2017
Summary Power Point Deck: 14 Slides
Reference Power Point Deck: 85 Slides

Betterment Holdings was founded by Jon Stein & Eli Broverman in 2007 and is based in New York, NY. Betterment Holdings has 40 employees, 160,000 clients, $4.5 billion assets under management, and is led by its CEO Jon Stein. Betterment Holdings' web site can be found at www.betterment.com.

Betterment Holdings' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Product Development Phase
  • Initial Funding Phase
  • Success Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, net new accounts, assets under management, net flows, revenues, & net profits.

Its profile includes detailed outlines of its core businesses, including:

  • Betterment
  • Betterment Institutional
  • Betterment for Business
And its profile concludes with the highlights of its organizational structure & ownership.
Public Access

Please click on the Table of Contents icon below to see more details of this research.


Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.
Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.


Tiburon Research Orders

Subscribe

If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.