|
gptkbp:instance_of
|
gptkb:Consulting_Services
|
|
gptkbp:acquisition
|
gptkb:Wise_Banyan
|
|
gptkbp:app_features
|
Account Management
Push Notifications
Investment Insights
|
|
gptkbp:assets
|
$29 billion
|
|
gptkbp:brand_recognition
|
gptkb:High
|
|
gptkbp:ceo
|
gptkb:Sarah_Levy
|
|
gptkbp:community_engagement
|
Webinars
Financial Education
Blog Posts
Webinars and events
|
|
gptkbp:competitors
|
gptkb:M1_Finance
gptkb:Wealthfront
Acorns
|
|
gptkbp:customer_satisfaction
|
gptkb:High
|
|
gptkbp:customer_support
|
24/7
Email and chat
|
|
gptkbp:demographics
|
gptkb:Gen_X
gptkb:Baby_Boomers
Millennials
Millennials and Gen Z
|
|
gptkbp:financial_goal
|
gptkb:urban_area
Education savings
Saving for a house
|
|
gptkbp:financial_products
|
Brokerage account
Cash reserve account
|
|
gptkbp:financials
|
gptkb:Educational_resources
Comprehensive
Promotes
|
|
gptkbp:focus
|
gptkb:Wealth_Management
Investment management
Retirement planning
Personal finance
|
|
gptkbp:founded
|
gptkb:2010
|
|
gptkbp:founder
|
gptkb:Jon_Stein
|
|
gptkbp:future_goals
|
gptkb:urban_area
Education Savings
Saving for a House
|
|
gptkbp:goal-based_investing
|
gptkb:True
|
|
gptkbp:headquarters
|
gptkb:New_York_City
gptkb:New_York_City,_USA
|
|
https://www.w3.org/2000/01/rdf-schema#label
|
Betterment
|
|
gptkbp:investment
|
Diversification
Long-term Growth
Third-party
Long-term growth
ETFs
Third-party providers
$0
In-house
Goal-based investing
Retirement Calculator
Goal Tracker
Tax Estimator
Retirement calculator
Goal tracker
|
|
gptkbp:investment_accounts
|
Individual Retirement Accounts (IRAs)
Taxable Accounts
Trust Accounts
Individual and joint accounts
|
|
gptkbp:investment_strategy
|
Automated
Personalized
Modern portfolio theory
Passive Investing
|
|
gptkbp:investment_tracking
|
Real-time
|
|
gptkbp:ira_accounts
|
Traditional and Roth IRAs
|
|
gptkbp:is_monitored_by
|
gptkb:Annual_reports
|
|
gptkbp:market_position
|
Leading Robo-advisor
Leading robo-advisor
|
|
gptkbp:media_coverage
|
Frequent
|
|
gptkbp:mobile_app
|
Available on i OS and Android
|
|
gptkbp:offers
|
Socially responsible investing
|
|
gptkbp:partnership
|
gptkb:Goldman_Sachs
gptkb:American_Express
gptkb:Berkshire_Hathaway
gptkb:investors
|
|
gptkbp:partnerships
|
Financial institutions
|
|
gptkbp:platform
|
gptkb:website
Mobile App
|
|
gptkbp:portfolio_company
|
Automated
|
|
gptkbp:promotions
|
Referral bonuses
|
|
gptkbp:rebalancing
|
gptkb:Automatic
|
|
gptkbp:regulatory_body
|
gptkb:SEC
|
|
gptkbp:regulatory_compliance
|
SEC registered
|
|
gptkbp:revenue
|
Management Fees
0.25% annual fee
|
|
gptkbp:risk_management
|
Questionnaire
|
|
gptkbp:services
|
gptkb:Investment_Management
Retirement Planning
Retirement planning
Tax-loss harvesting
Tax-Loss Harvesting
Automated investing
|
|
gptkbp:social_media_presence
|
Active on multiple platforms
|
|
gptkbp:student_enrollment
|
gptkb:High
|
|
gptkbp:tax_optimization
|
gptkb:Yes
|
|
gptkbp:testimonials
|
Positive reviews
|
|
gptkbp:type
|
gptkb:financial_technology
Financial technology
|
|
gptkbp:type_of
|
gptkb:High
|
|
gptkbp:user
|
Over 700,000
700,000+
|
|
gptkbp:user_experience
|
User-friendly
|
|
gptkbp:user_feedback
|
Surveys
Incorporated into platform
|
|
gptkbp:user_interface
|
gptkb:Intuitive
User-friendly
|
|
gptkbp:user_reviews
|
Negative
Positive
|
|
gptkbp:website
|
gptkb:betterment.com
|
|
gptkbp:bfsParent
|
gptkb:Plaid
|
|
gptkbp:bfsLayer
|
4
|