Betterment is the largest independent digital investment advisor, offering investing and retirement solutions alongside their everyday services for spending and saving. Since 2010, Betterment has had one mission: to make people's lives better with easy-to-use, personalized investment solutions. Using cutting-edge technology, they empower hundreds of thousands of customers to manage their money – for today, tomorrow, and someday – with expert advice; automated money management tools; and tax-smart strategies designed to keep taxes low. 

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Betterment

Betterment's headquarters in New York, NY, United States

Sarah Kirshbaum Levy

Peter Lorimer

John Mileham

Sandy Lavipour

Jon Mauney

Boris Khentov

Johanna Richardson

A.J. Kramer

Seth Rosenbloom

Kim Rosenblum

Mike Reust

Rob Stavis

Jon Stein

Phillip Riese

Saman Majd

John Jarve

The Engineering Team at Betterment is responsible for developing and maintaining the cutting-edge technology that powers the company’s digital investment and financial management solutions. This diverse group of professionals, including software engineers, data engineers, and security experts, collaborates to build robust, scalable platforms and innovative features that enhance user experience while ensuring data security and compliance. Through continuous improvement and agile practices, they are dedicated to delivering high-quality software that empowers customers to manage their investments seamlessly.

Engineering Team

The Operations Team at Betterment plays a critical role in ensuring the seamless execution of customer-facing processes and internal workflows. This team is responsible for optimizing operational efficiency, enhancing customer support, and managing key partnerships. They work collaboratively across departments to deliver exceptional service to clients, streamline investment solutions, and support the overall mission of enhancing customer financial well-being.

Operations Team

The Marketing Team at Betterment is responsible for developing and executing strategic initiatives to promote the company's investment and retirement solutions. They leverage data-driven insights to enhance customer engagement and drive growth, while managing brand awareness across diverse channels, including digital marketing, content creation, and social media. Additionally, the team collaborates with various stakeholders to optimize user experience and ensure compliance with industry regulations.

Marketing Team

The Leadership Team at Betterment drives the strategic vision and operational execution of the company, ensuring that all departments align with the mission to enhance clients' financial well-being. Comprising top executives with expertise in various domains, including finance, product development, marketing, and compliance, this team collaborates to innovate investment solutions, enhance client experiences, and foster a supportive workplace culture while managing risk and maintaining regulatory standards.

Leadership Team

The Product Management Team at Betterment is responsible for driving the development and enhancement of innovative investment and retirement solutions. They collaborate closely with design, engineering, and marketing teams to identify customer needs, prioritize product features, and ensure a seamless user experience. By leveraging data-driven insights and behavioral finance principles, this team continuously refines Betterment's offerings to enhance customer engagement and promote effective money management strategies.

Product Management Team

The Compliance and Legal Team at Betterment is responsible for ensuring that the company's investment and retirement solutions adhere to all regulatory requirements and legal standards. They work to mitigate risks, oversee compliance with financial regulations, and provide guidance on legal matters, particularly in the 401(k) domain. By collaborating closely with various departments, this team safeguards Betterment's integrity and reputation while supporting its mission to empower customers in managing their finances.

Betterment

Org chart

Board & advisors

Teams

Engineering Team

Operations Team

Marketing Team

Leadership Team

Product Management Team

Compliance and Legal Team

Offices

Betterment

Org chart

Board & advisors

Teams

Engineering Team

Operations Team

Marketing Team

Leadership Team

Product Management Team

Compliance and Legal Team

Offices

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