New and improved: Betterment Advisor Solutions
We’ve updated our name to Betterment Advisor Solutions to more accurately reflect the wide array of products and services we offer and the business we are today.
We’ve updated our name to Betterment Advisor Solutions to more accurately reflect the wide array of products and services we offer and the business we are today.
Since launching our advisor platform in 2014, our team has worked closely with RIAs to develop a robust offering that gives you the freedom and flexibility to run your business the way you want to.
Meanwhile, the custodial landscape for RIAs looks different than it did a decade ago. Independent and smaller RIAs in particular are underserved by legacy custodians that are struggling to keep up with technology and that limit the service and support they provide.
With this in mind, I’m excited to announce that our advisor business is now called Betterment Advisor Solutions. This new name more accurately reflects the breadth of products and services we offer across cash, investing, and 401(k) plans—all powered by Betterment’s trusted brand and technology.
We’re deeply invested in making Betterment Advisor Solutions the all-in-one platform purpose-built for independent RIAs. Whether you're breaking out on your own, simplifying your tech stack, or leveling-up your business, we offer the cutting-edge technology and high-touch support you need to serve your clients.
If you’re new to our platform or looking for the right custodian for your business, I’m thrilled for you to learn more about our solutions. Everything we do is built to help you grow your RIA your way.
We’re excited to share all that Betterment Advisor Solutions is doing and can do for businesses like yours.
You can always schedule a demo, or sign up for our newsletter for the latest launches and updates.