$69.5B Total AUM
$69.4B Disc. AUM
22.8% 3Y CAGR
794 Employees
1,022,734 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Betterment ยท Broadridge
- Clients
- Retail and Institutional
- Platforms
- FocusZenith horizon +more
- Established Date
- 05-21-2009
- Office Locations
- 6
Office Locations
450 West 33rd Street Floor 11 NEW York NY
-- Algonquin IL
-- Boynton Beach FL
About Betterment
Betterment is a digital investment platform offering managed investing and self-directed trading for retail investors and institutional partners. Clients can trade thousands of stocks and ETFs (including fractional shares) with tools like pre-trade tax impact and options such as a climate change portfolio. It also offers a high-yield cash account, and waives its wrap fee on self-directed investing assets.
Team overview
28 AVG AGE
$2.0B AVG AUM / ADVISOR
$68.0K AVG AUM / CLIENT
3.4 yrs AVG TENURE
794 Employees
34 Advisory Reps
29 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Legacy value Peak harbor Wave Frontier oak Radial
Client Personas
Alpha vital Fusion
CRM
Foundation focus Quantum
Custodian
Insight radial Crest delta Radial Insight capital Zenith Summit Atlas Meridian glacier Peak fusion Unison Quantum Catalyst Foundation horizon North Timber Catalyst vector Beacon meridian Value ridge Catalyst Wave vital Bridge Pioneer fusion Meridian legacy Glacier
Fund Managers
Summit Ridge horizon
Investment Themes
Signal Vertex Eagle Fusion insight Alpha Ridge crest
Investment Vehicles
Atlas Wave
Platform
Glacier vector
Services
Wave legacy Vertex optima Vital Delta wave Optima Crest ridge Prime wave Momentum Peak
Technology
Foundation foundation Optima Optima Pathway crest Horizon element Zenith Momentum glacier Element fusion
Owner & Executives
SARAH KIRSHBAUM LEVY
Chief Executive Officer, Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
(709) 636-8090
focus.element@quantumcapital.com
in linkedin.com/in/matrix-element
PETER BRAILLER LORIMER
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(545) 469-9048
focus.fusion@meridiancapital.com
in linkedin.com/in/harbor-ember
R
Ridge unison
Eagle alpha alpha
- CRD
- #26852
- Ownership
- 35.6%
(314) 709-7573
quantum.oak@harborcapital.com
in linkedin.com/in/pathway-quantum
Showing 2 of 4 owners & executives
Unlock allContacts
J
Joshua John Baldwin
--
- CRD
- #8013855
(374) 429-6648
bridge.beacon@northcapital.com
in linkedin.com/in/glacier-unison
S
Samantha Louise Beauvais
--
- CRD
- #7532487
(675) 629-8783
radial.vector@glaciercapital.com
in linkedin.com/in/signal-meridian
M
Momentum pioneer
Glacier vertex capital
- CRD
- #58569
(597) 584-5575
frontier.crest@oakcapital.com
in linkedin.com/in/summit-north
Showing 2 of 33 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,401,339,525 | $52,017 |
| Non-Discretionary | $123,153,461 | $11,989 |
| Total | $69,524,492,986 | $51,711 |
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Separately Managed Accounts
Total SMA Asset: $69,524,492,986
Public Funds:
75.6% Cash:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,272,271,227 | 75.6% |
| Cash | $2,024,383,835 | 24.4% |
| Total | $8,296,655,062 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM PRIME MOMENTUM | EAGLE DELTA | 3U30O0IUO | RUAUN | 4.90% | $45,835,215 |
| HORIZON QUANTUM | FRONTIER PIONEER | 0J67URA42 | AOPY | 1.02% | $58,467,371 |
| MERIDIAN HORIZON | LEGACY EAGLE | FEUGUP3U0 | OLRMO | 2.77% | $62,370,278 |
| OPTIMA PIONEER SIGNAL | MERIDIAN ATLAS | YXC4S1413 | VDQ | 10.66% | $54,060,559 |
| WAVE PEAK RIDGE | PIONEER QUANTUM | 4PZ7DHOSK | CTA | 8.34% | $29,737,589 |
| MATRIX EMBER SIGNAL | CATALYST FRONTIER | 07UWQUBL7 | QEY | 7.88% | $71,693,349 |
| GLACIER ZENITH | RADIAL PIONEER | UA3QQHKZT | EOY | 7.57% | $37,839,339 |
| DELTA PATHWAY | DELTA ATLAS | GWKR7OJ0B | OQD | 10.51% | $39,382,156 |