Betterment for Advisors is the business-to-business platform offered by Betterment LLC, a leading independent digital investment advisor. Launched to extend its robo-advisory technology to financial professionals, the platform equips Registered Investment Advisors (RIAs) with automated portfolio management, tax-efficient tools like tax-loss harvesting, a streamlined back office, and a modern digital client experience. Its mission is to help advisors scale their practices, increase efficiency, and better serve their clients through a comprehensive, technology-driven custodial solution.

Founded in

United States