Betterment, the financial services company
Core Information (according to Gemini Flash Lite 2.0)
Target Demographic
Individuals, particularly millennials and Gen Z, who are seeking automated, low-cost investment solutions and financial guidance; also appeals to those looking for a hands-off approach to wealth management and retirement planning.
Mission
To make people's lives better by helping them manage and grow their money to reach their goals.
Social Media
Brand Scores (according to Gemini Flash Lite 2.0)
Unlock Your Brand's AI Visibility Intelligence with premium reports.
Discover how leading AI models perceive, rank, and recommend your brand compared to competitors.
Our premium subscription delivers comprehensive brand intelligence reports from all major AI models, including competitive analysis, sentiment tracking, and strategic recommendations.
- Monthly competitive intelligence across all major AI models
- Catch when AI models are directing users to incorrect URLs or socials
- Early access to insights from new AI model releases
- Actionable recommendations to improve AI visibility
Just $19.99/month per category, brand, or product. Track your brand, category, and competitors to stay ahead.
Disambiguations (according to Gemini Flash Lite 2.0)
- Betterment
Category: - Betterment is a financial technology company that offers automated investing, retirement planning, and other financial services through a robo-advisor platform.
- Financial Planning Services
Category: - Financial planning services offer guidance and tools to individuals and businesses for managing their financial resources, including budgeting, investing, retirement planning, and debt management.
- Robo Advisors
Category: - Robo-advisors are digital platforms that provide automated, algorithm-driven financial planning services with little to no human supervision.
- Investment Platforms
Category: - Investment platforms are online services or applications that allow individuals to buy and sell various financial instruments, manage their portfolios, and access investment research and tools.
Key Data (according to Gemini Flash Lite 2.0)
Headquarters: New York City, New York, USA
Market Reach: Primarily serving the United States.
Market Position: Leading independent robo-advisor with a strong brand presence and comprehensive offerings, continually innovating beyond basic automated investing.
Estimated Value: $1,300,000,000
Users: 700,000
Revenue: Undisclosed (private company, revenue derived from AUM fees)
Growth Rate: Steady (AUM growth)
Major Competitors
| Rank | Competitor | Market Share |
|---|---|---|
| #1 | Wealthfront | 25.0% |
| #2 | Fidelity Go | 18.0% |
| #3 | Schwab Intelligent Portfolios | 15.0% |
| #4 | Vanguard Digital Advisor | 12.0% |
| #5 | Ellevest | 8.0% |
| #6 | Acorns | 7.0% |
Related Categories (according to Gemini Flash Lite 2.0)
People & Relations (according to Gemini Flash Lite 2.0)
Founders
Current Leaders
Notable Elements (according to Gemini Flash Lite 2.0)
Milestones
- 2010: Launched as the first fully automated investment service (robo-advisor).
- 2012: Introduced tax-loss harvesting, a significant innovation for individual investors.
- 2014: Surpassed $1 billion in assets under management (AUM).
- 2016: Launched human financial planning packages.
- 2022: Launched cryptocurrency portfolios.
Recent Developments
- Continued expansion of cryptocurrency offerings and educational content around digital assets.
- Focus on enhancing financial planning tools and advice accessibility through hybrid models.
- Increased integration of banking features with investing services.
Analysis (according to Gemini Flash Lite 2.0)
NPS Score: 65.0
Decline Status: Stable
Cultural Impact: Betterment has played a significant role in democratizing investing by making professional-grade portfolio management accessible and affordable to a wider audience. It helped popularize the concept of robo-advisors, shifting the perception of financial advice from an exclusive service for the wealthy to an automated, digitally-driven solution for everyday investors. Its focus on goal-based investing and tax-loss harvesting has also influenced how individuals approach personal finance.
Related Subjects (according to Gemini Flash Lite 2.0)
LLM Query Analysis (according to Gemini Flash Lite 2.0)
About Desired Queries:
These are search queries where Betterment, the financial services company would want to appear in the results, even though they're not directly mentioned in the query.
About Undesired Queries:
These are search queries where Betterment, the financial services company would prefer not to appear in the results, to avoid negative associations.
Desired LLM Queries
"What is the best automated investment platform for beginners?"
"How do robo-advisors help with long-term financial goals?"
"Compare leading online investment services for retirement."
Undesired LLM Queries
"Which investment platforms underperform the market?"
"Are automated investing services unreliable?"
"What are the highest-fee investment advisors?"