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Betterment

AI Expert

Wealth Managementbetterment.comUS

AI Trust Score, Reviews & Company Verification

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Independent company assessment

8.7/10B · Solid

39 indexed evidence signals reviewed

AI Comparison

Mixed Consensus71% Confidence

Based on 5 polled AI models

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Updated Jul 30
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About

Betterment is an American financial advisory company that provides digital investment, retirement, and cash management services through an automated investing platform.

Headquarters
US
EyeQ
EyeQ AI Live

Full intelligence report for Betterment

High confidence

Betterment demonstrates strong regulatory compliance and legal governance, reflecting the operational discipline expected of a regulated financial services firm. Its privacy practices, advertising transparency, and market reputation sit modestly below that high baseline, indicating dependable but not exceptional performance in consumer-facing trust areas. The overall profile suggests a responsibly managed platform with clear room to strengthen public perception and refine its data-handling communications.

Strengths
  • Proactive response and investigation into data breach with cybersecurity experts
  • Strategic partnerships with major financial institutions such as Goldman Sachs and BlackRock
  • Recognition in industry polls and awards, including the Axios Harris Poll
Key Risks
  • Past FINRA fine (2018) for regulatory violations including window dressing and customer protection rule non‑compliance
  • 2019 FINRA fine for record‑keeping and supervisory deficiencies
  • 2023 SEC cease‑and‑desist order and $9 million penalty for systemic failures in tax‑loss harvesting and record‑keeping
Domain & infrastructure
Name.com, Inc.Domain registrar
—Domain age
5 assetsVerified assets
Contact & Support
People Behind Betterment

Public-facing leadership and ownership signals for Betterment — synthesized from verified profiles and corporate disclosures where available.

J
Johanna Richardson
Chief Product Officer
S
Sarah Levy
Chief Executive Officer
P
Peter Lorimer
Chief Financial Officer
M
Mike Reust
President
J
John Mileham
Chief Technology Officer
K
Kim Rosenblum
Chief Marketing Officer
K
Kumud Sharma
Chief People Officer
B
Boris Khentov
Head of Applied AI
S
Seth Rosenbloom
General Counsel
A
A.J. Kramer
SVP, Operations
S
Sandy Lavipour
VP, Strategy & Communications
J
Jon Mauney
VP, Data
L
Liane Pierce
SVP, Customer Experience