“Better” is different for everyone.
It can feel big, like retiring early. It can feel urgent, like investing in a climate-conscious portfolio. Or it can just feel helpful, like using recurring deposits so you never forget to save.
You deserve financial peace of mind.
That's where we come in. We're here to simplify overly-complex ideas. To help you set goals and give purpose to your money. To build peace of mind into your financial future.
We offer the best of both worlds.
We do that by combining easy-to-use, automated investing technology with great advice so you can make "better" what you want it to be.
No one ever tiptoed to real change. We’re constantly looking for new ways to disrupt financial services and create a better world for our customers.
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Sarah Levy
Chief Executive Officer
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Peter Lorimer
Chief Financial Officer
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Mike Reust
President
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Seth Rosenbloom
General Counsel
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John Mileham
Chief Technology Officer
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Johanna Richardson
Chief Product Officer
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Kim Rosenblum
Chief Marketing Officer
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Kumud Sharma
Chief People Officer
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A.J. Kramer
SVP of Operations
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Sandy Lavipour
Chief of Staff & Head of Strategy
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Raoul Bhavnani
Chief Communications Officer
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Thomas Moore
Sr. Director, Head of Advisor Solutions
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Liane Pierce
VP, Customer Experience
Start your journey with us.
