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Betterment

Codestin Search App
592 reviews
  • 2 profiles
  • 3 categories
Average star rating
4.3
Serving customers since
2010

Profile Name

Star Rating

375
160
32
10
15

Betterment Reviews

Review Filters
Profile Name
Star Rating
375
160
32
10
15
TC
Tayler C.
12/18/2025
Validated Reviewer
Review source: G2 invite on behalf of seller

Effective for Small Accounts, But Needs State Tax Tools

I use Betterment Advisor Solutions for handling smaller accounts that we don't manage at Fidelity. It's a great small account solution because it has lower fees. I appreciate the ability to open up accounts easily and quickly for the client. The setup is pretty easy too.
Thomas P.
TP
Thomas P.
12/17/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Online Tools Make Processes Effortless

Ease of online tools, clear and clean presentation of information
Massimiliano D.
MD
Massimiliano D.
12/15/2025
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Exceptional Investment Management Tool with Intuitive Interface

I like the goals-based interface of Betterment Advisor Solutions, which really improves the user experience for clients. It's also very easy to use, and they offer a great selection of investments. I especially appreciate their overall investment philosophy. I find the portfolio construction, setting up payments, tax loss harvesting, and smart transitions to be very valuable features. Additionally, the initial setup was very easy.

About

Contact

Phone:
(845) 210-4371
HQ Location:
New York, US

Social

@Betterment

What is Betterment?

Betterment is an investing and savings app that serves one purpose—to help you grow your money, so that you can live better. Sign up effortlessly to get goal-setting and planning tools at no extra cost. For one low, transparent fee, you can invest your money with automatic deposit and trading features that put your money to work. Earn with interest and investment growth—plus maximize your savings with rewards on your everyday spending. Learn more at Betterment.com. Investing involves risk and performance not guaranteed. https://www.betterment.com/social-disclosures/

Details

Year Founded
2010