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

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.
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