FinovateFall 2010 / Betterment

Presenter Profile:

How they describe themselves: Betterment is the simple and smart answer to the common question, “What should I do with my money?” We empower customers to invest in an optimal blend of stocks and bonds with minimal effort. We do this by making tradeoffs clear, giving questionnaire-based advice, and allowing customers to see how others like them invest. Betterment is a set-it-and-forget-it, no pain, smart investment.

To make the investing process seamless and easy, we have built an end-to-end platform that links to a customer’s checking account for free transfers, manages and rebalances portfolios of ETFs, handles fractional share purchases, and more.

What they think makes them better: Betterment is a revolutionary online savings service that is changing the way people invest money. We are the only online investment resource that provides both easy to use investments and smart advice. Our team has extensive experience in the financial services industry, so our customers don’t have to spend their weekends analyzing investments—they can confidently save with Betterment by simply choosing the level of risk they’re comfortable with.

Betterment’s customers also experience no transaction fees, no minimums or holding periods, plus free advice and rebalancing.  Our service calculates appropriate stock and bond allocations, uses insights from behavioral finance and psychology, and sets defaults to help people make better investing decisions and prevent them from making costly investing mistakes.

Betterment takes the stress and homework out of smart saving and investing.


Bus. Dev.: Eli Broverman, COO,, 212-228-1328
Sales: Jon Stein, CEO,, 212-228-1328
Press: Anthony Schrauth, SVP Product Development,, 212-228-1328

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