24 Top-Notch Betterment Competitor Firms
24 Top-Notch Betterment Competitor Firms
Betterment, a renowned financial services firm with over $32 billion under management, leverages technology to bring a suite of products aimed at optimizing individuals' finances. From automated investment, high-yield cash accounts, to retirement planning and socially responsible investing, Betterment has paved the way in the digital wealth management industry. The industry today sees various companies offering a line-up of diverse and specialized services, spanning from robo-advisory platforms, index fund investing, to bespoke retirement plans. In a rapidly evolving fintech landscape, akin companies are offering unique propositions unparalleled customer experiences.
Top 24 Betterment competitors
1. MONEY DESIGN Co., LTD.
- Website: money-design.com
- Headquarters: Minato-Ku, Tokyo, Japan
- Founded: 2013
- Headcount: 51-200
- Latest funding type: Series Unknown
Money Design Co., Ltd is a financial services company that offers automated asset management services. Their algorithm-based investment strategies are designed by professionals to minimize the risk of market downturns. The company specializes in global real asset funds, focusing on stocks and bonds. They also provide iDeCo support through their robo-advisor platform MYDC.
2. FutureAdvisor
- Website: futureadvisor.com
- Headquarters: San Francisco, California, United States
- Founded: 2010
- Headcount: 51-200
FutureAdvisor is an online financial advisory platform that provides automated investment management services and investment advice.
3. Guideline
- Website: guideline.com
- Headquarters: San Mateo, California, United States
- Founded: 2015
- Headcount: 201-500
- Latest funding type: Series E
Guideline is a company that offers customizable retirement plans for businesses of all sizes. They also provide retirement accounts for individual savers, including first-time savers and experienced investors. Guideline aims to make retirement more accessible and offers fair pricing with low annual account fees.
4. Wealthfront
- Website: wealthfront.com
- Headquarters: Palo Alto, California, United States
- Founded: 2011
- Headcount: 201-500
- Latest funding type: Convertible Note
Wealthfront is a leading robo-advisor in the fintech domain, offering investment-related services to its clients.
5. Charles Schwab
- Website: schwab.com
- Headquarters: Westlake, Texas, United States
- Founded: 1973
- Headcount: 10001+
- Latest funding type: Acquired
Schwab.com offers a range of investment services including financial planning, retirement planning, and portfolio management.
6. Empower Retirement
- Website: empower-retirement.com
- Headquarters: Greenwood Village, Colorado, United States
- Headcount: 5001-10000
Empower Retirement is a company that offers retirement planning and investment services. They provide customized retirement solutions for individuals and organizations.
7. blooom
- Website: blooom.com
- Headquarters: Leawood, Kansas, United States
- Founded: 2013
- Headcount: 11-50
- Latest funding type: Acquired
Blooom.com is a company that offers retirement marketplace services, helping individuals navigate their retirement savings and investments. They provide guidance and support in managing retirement accounts and offer solutions tailored to individual financial goals.
8. Charles Stanley & Co. Limited
- Website: charles-stanley.co.uk
- Headquarters: London, England, United Kingdom
- Founded: 1792
- Headcount: 501-1000
- Latest funding type: Acquired
Charles Stanley is a leading UK wealth management company that offers a wide range of financial planning and investment management services. With over 200 years of experience, they provide personalized and high-quality services to help clients achieve their financial goals.
9. Empower
- Website: empower.com
- Headquarters: Greenwood Village, Colorado, United States
- Founded: 1891
- Headcount: 10001+
Empower is a financial services company that offers retirement products and financial wellness solutions. With a focus on personalized advice, they help individuals plan for their future and achieve their financial goals.
10. Ameriprise Financial Services, LLC
- Website: ameriprise.com
- Headquarters: Minneapolis, Minnesota, United States
- Founded: 1894
- Headcount: 5001-10000
- Latest funding type: Ipo
Ameriprise is a trusted wealth management company that offers personalized financial advice and services to help clients reach their goals.
11. Argenta
- Website: argenta.co.id
- Headquarters: Nomor 30, Jakarta Pusat, Indonesia
- Founded: 2010
- Headcount: 51-200
Argenta is a company that offers a wide range of financial services and solutions. They specialize in providing banking, investment, and insurance products to individuals and businesses. With a focus on customer satisfaction, Argenta strives to deliver innovative and tailored solutions to meet their clients' financial needs.
12. Stash
- Website: stash.com
- Headquarters: New York, New York, United States
- Founded: 2015
- Headcount: 201-500
- Latest funding type: Debt Financing
Stash.com offers an easy and accessible platform for investing in what matters to you. With curated options based on your interests and beliefs, you can choose from a range of investments to grow and gain value. Stash tailors investments to your individual preferences, allowing you to invest in a way that aligns with your goals and values.
13. MLP Finanzberatung SE
- Website: mlp-clausthal-zellerfeld.de
- Headquarters: Clausthal-Zellerfeld, Delaware, Germany
- Headcount: 11-50
MLP is a financial services company offering a range of products including wealth management, investment advice, insurance, and banking services.
14. Oriental
- Website: orientalbank.com
- Headquarters: San Juan, Puerto Rico, United States
- Founded: 1964
- Headcount: 1001-5000
Oriental Bank is a financial institution that offers personal and commercial banking services, as well as investment and insurance products. They provide a range of account options, mortgage and auto financing, credit cards, and investment opportunities. They cater to individuals and businesses, with a focus on customer satisfaction and asset protection.
15. Lake Michigan Credit Union
- Website: lmcu.org
- Headquarters: Grand Rapids, Michigan, United States
- Founded: 1933
- Headcount: 1001-5000
LMCU is a financial institution that has been helping its members meet their financial goals since 1933. They offer a wide range of banking services including personal banking, borrowing, investing, insuring, and business banking.
16. Tiaa
- Website: tiaa.org
- Headquarters: New York, New York, United States
- Founded: 1918
- Headcount: 10001+
TIAA is a financial services company that offers investment, insurance, and annuity products to individuals and institutions. They provide personalized service and advice, helping clients navigate their financial journey. TIAA aims to help customers achieve their financial goals and secure their future.
17. Norway Savings Bank
- Website: norwaysavings.bank
- Headquarters: Norway, Maine, United States
- Founded: 1866
- Headcount: 201-500
Norway Savings Bank is a financial institution that offers personal banking services, online banking, mortgages, loans, business banking, and investment and trust services.
18. First National Bank and Trust
- Website: bankatfirstnational.com
- Headquarters: Beloit, Wisconsin, United States
- Founded: 1882
- Headcount: 201-500
First National Bank & Trust offers a range of financial services including personal and business banking, investment management, and trust services. They provide various solutions such as savings accounts, loans, credit cards, and retirement planning. With a focus on cybersecurity, their digital resources and user guides ensure the protection of customer information. Convenient features like online and mobile banking make banking easy and accessible. They also offer specialized services for small businesses, including cash management and merchant services.
19. Bank of New Hampshire
- Website: banknh.com
- Headquarters: Laconia, New Hampshire, United States
- Founded: 1831
- Headcount: 201-500
Bank of New Hampshire (banknh.com) is a financial institution offering a wide range of personal and commercial banking services. They provide services such as personal checking and savings accounts, mortgages, consumer loans, commercial deposits, cash management, and credit card services. With a mission to guide individuals and businesses for the future, they also offer wealth management services, including financial planning, investment management, private banking, retirement planning, and trust services.
20. First National 1870
- Website: firstnational1870.com
- Headquarters: Denver, Colorado, United States
- Founded: 1870
- Headcount: 1001-5000
First National 1870 is a banking institution that offers a range of personal and business banking services including checking and savings accounts, online and mobile banking, loans and credit cards, retirement planning, wealth management, trusts, and financial education.
21. Raymond James
- Website: raymondjames.com
- Headquarters: St. Petersburg, Florida, United States
- Founded: 1962
- Headcount: 10001+
- Latest funding type: Ipo
Raymond James is a financial services company that offers investment advisory services and securities through Raymond James Financial Services, Inc. They provide personalized financial planning and investment strategies to help clients reach their objectives. Raymond James is independent and collaborates with other specialists to design tailored solutions. They offer a wide range of investment products and account types, and manage clients' portfolios to ensure progress towards their goals. Their focus is on understanding clients' needs, addressing personal changes and market shifts, and helping clients make informed decisions.
22. JD Bank
- Website: jdbank.com
- Headquarters: Jennings, Louisiana, United States
- Founded: 1947
- Headcount: 201-500
- Latest funding type: Debt Financing
JD Bank is a financial institution that offers a range of banking products and services. This includes checking and savings accounts, loans for both personal and business purposes, credit cards, and investment and insurance products. They provide convenient mobile and online banking options and have a dedicated team of professionals to assist customers.
23. Savers | Value Village
- Website: savers.com
- Headquarters: Bellevue, Washington, United States
- Founded: 1954
- Headcount: 10001+
Savers is a company that offers a wide range of products and services to help individuals save money and manage their finances. They provide various savings accounts, investment options, and financial planning tools to assist customers in achieving their financial goals.
24. Century National Bank, Division of the Park National Bank
- Website: centurynationalbank.com
- Headquarters: Zanesville, Ohio, United States
- Headcount: 201-500
Century National Bank is a financial institution that offers a range of personal and business banking services. They provide services such as personal and business checking accounts, savings and money market accounts, credit cards, loans, home equity lines of credit, investment management, retirement planning, and trust services.
Want to find more Betterment competitors?
If you want to find more companies like Betterment that offer services from robo-advisory to specialized retirement solutions you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.
With Inven you'll also get to know the company's:
- Ownership: Which of these are private equity backed? Which are family-owned?
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