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BETTERMENT

NEW YORK, NY · CRD 149117 · IAPD ↗ · 212-228-1328

$69.52BRegulatory AUM
34Advisory reps
794Employees
246Clients
More than 500Planning clients
0Private funds
53States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — BETTERMENT reported RAUM up 25% ($36.63B -> $45.93B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.