A closer look at the technologies used by Betterment Holdings
Betterment Holdings
Finance · New York, United States · 51-200 Employees
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Overview
Headquarters
450 W 33rd St Fl 11, New York, New York,...Revenue
$13.8 MillionIndustry
About Betterment Holdings
Betterment Advisor Solutions is a custodian designed for independent Registered Investment Advisors (RIAs), offering a comprehensive platform that includes portfolio management, tax optimization, and client onboarding. The company aims to support both emerging and established advisory firms by providing tools for growth, including automated billing and reporting features. Their services are tailored to enhance the client experience through a white-labeled interface and dedicated support teams. Betterment Advisor Solutions primarily targets independent advisors looking to streamline their operations and improve client relationships.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Betterment Holdings
$13.8M
51-200
Private
-
2014
N/A
Betterment Holdings Tech Stack
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Frequently Asked Questions Regarding Betterment Holdings
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Betterment Advisor Solutions is a custodian designed for independent Registered Investment Advisors (RIAs), offering a comprehensive platform that includes portfolio management, tax optimization, and client onboarding. The company aims to support both emerging and established advisory firms by providing tools for growth, including automated billing... Read More
