Determination of largest independent robo-advisor reflects Betterment LLC’s distinction of having highest number of assets under management, based on Betterment’s review of assets self-reported in the SEC’s Form ADV, across Betterment’s survey of independent robo-advisor investing services as of March 15, 2016. As used here, “independent” means that a robo-advisor has no affiliation with the financial products it recommends to its clients.
Determination of fastest growing automated investment service reflects Betterment LLC’s distinction of obtaining the largest number of new accounts since January 1, 2014, based on Betterment’s review of account numbers self-reported in the SEC’s Form ADV, across Betterment’s survey of automated investing services, as of January 31, 2015.
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