Reimagining what advisors and technology can do together.

It's not about humans versus technology. It's about how humans employ technology to better their lives. Betterment for Advisors is fundamentally changing what's possible for institutional wealth management by bringing together human advisors and cutting-edge technology.

We have a true passion for investors and those who serve them.

From the time Betterment was founded, we've been reinventing the investment industry. Now, we're giving advisors the tools we've built to make their practice smarter so they can focus on client relationships.

Betterment for Advisors was founded by leaders in the digital advisor space and recognized leaders in the independent advisory industry.

Digital Leaders

With a decade of experience in finance and as a CFA charterholder, Betterment CEO Jon Stein sought an investment service that would deliver the best possible results and save him time and money. Together, the Betterment team is creating a world where investing better is accessible to everyone.

Product Team

We've assembled an expert team of investment professionals, engineers, product specialists, and designers. Together they create a product that makes advisors' lives easier and clients' lives better.

Ready to deliver a whole new kind of experience?

Request a Demo