Betterment Holdings:
A Leading Robo Advisor

Recently Released!!!
Date Published: May 31, 2022
Summary PowerPoint Deck: 30 Slides
Reference PowerPoint Deck: 87 Slides

Betterment Holdings was founded by Jon Stein & Eli Broverman in 2007. The company is based in New York, NY. Betterment Holdings has 397 employees, 730,000 clients, 910,284 accounts, & $33.8 billion assets under management. Betterment Holdings is led by its CEO Sarah Levy. Betterment Holdings is privately owned. Its web site can be found at

This research addresses the key historical phases of Betterment Holdings, including:
  • Product Development Phase
  • Initial Funding Phase
  • Success Phase
Its profile includes the key statistics of the company, including its number of employees, clients, accounts, & assets under management.

Its profile includes detailed outlines of its core businesses, including:
  • Betterment
  • Betterment at Work
  • Betterment for Advisors

And its profile concludes with the highlights of its organizational structure & ownership.

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