Betterment Coupon Codes & Discounts Apr 2025 - 20% OFF

Betterment is an online investment platform that offers automated and personalized investment services to individual investors. The company was founded in 2008 by Jon Stein and Eli Broverman with the mission to make investing easier and more accessible for everyone.Betterment utilizes advanced technology and algorithms to create and manage portfolios tailored to each investor's financial goals, risk tolerance, and time horizon. Investors can set their goals, fund their accounts, and let Betterment handle the rest. The platform automatically rebalances portfolios, reinvests dividends, and makes tax-efficient trades.One of Betterment's key features is its goal-based investing approach. Investors can open different types of accounts for various financial goals such as retirement, buying a home, or saving for a child's education. Betterment helps users define their goals, determine how much they need to save, and provide guidance on how to reach them.The platform also offers additional features like tax-loss harvesting, which helps investors minimize their tax liability by selling investments that have incurred losses to offset gains in other positions. Betterment also provides access to human financial advisors for clients who want personalized advice or support.Betterment charges an annual fee based on the amount invested with them but does not require any minimum balance or additional trading fees. This pricing structure aims to be transparent and straightforward.Overall, Betterment aims to simplify the investment process by offering an intuitive platform backed by modern technology while providing personalized advice tailored to each investor's unique circumstances.

Betterment's main products include digital investing and financial planning services.