Betterment

betterment.com · New York City, United States of America

Betterment is a digital investment and cash management platform that provides automated portfolio management, retirement accounts, and high-yield cash products to individual investors and small businesses. It generates revenue primarily through assets-under-management advisory fees, cash spread, and ancillary services such as checking, retirement plans, and advice packages. The company operates as an SEC-registered investment advisor and broker-dealer, offering goal-based investing and tax-efficient portfolio strategies via its web and mobile applications.

  • Wealth & Investment Software
Revenue
$120.0M
Employees
400
Founded
2010
Headquarters
New York City, United States of America

What 5 Arbolus experts think of Betterment

5 customers have reviewed Betterment so far. The full customer report is in progress and publishes once enough customers have been interviewed in depth.

Who reviewed Betterment

Total customers 5 5 current · 0 former
Reviews growth +4 in six months
Seniority of respondents
  • C-Suite 80% (4)
  • Director 20% (1)
Finance Leader C-Suite NPS 4 Not renewing
Operations Leader Director NPS 6 Will renew
Executive C-Suite NPS 8

Employer names and spend open once the report publishes.

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Sentiment

-80 Net Promoter Score, from 5 scored reviews
  • Promoters 0
  • Passives 1
  • Detractors 4

Cumulative NPS by month

+0 over 3 months
  • Nov 6
  • Mar 6
  • Jul 6

Net Promoter Score across 1 reviews, accumulated up to each month. Category median -80 across 1 companies.

Written answers and themes publish with the full report.

Renewal intent

Plan to renew 33%
  • Will renew 1
  • Undecided 0
  • Not renewing 2

Plan to renew, by seniority

  • C-Suite 0% 2 answers
  • Director 100% 1 answer
  • 6/10 Average score from customers who will renew
  • 5/10 Average score from customers not renewing

For people who use Betterment

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