The Work Index by Flexa

Betterment

Betterment is a leading financial technology company that provides automated investing, cash management, and retirement planning services.

6.8

/10

Transparency ranking

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Description

Betterment is a leading, technology-driven financial services company that offers a range of investment and financial products for individuals, businesses, and advisors. They are known for their automated investing platform, which utilizes algorithms and human experts to build and manage diversified portfolios, with a focus on tax-efficiency and maximizing returns. Betterment offers a variety of investment options, including traditional stock and bond portfolios, socially responsible investing, crypto investing, and high-yield cash accounts. They also provide financial planning tools and resources to help clients reach their financial goals.

Beyond individual investing, Betterment also offers a range of services for businesses. Betterment at Work provides customizable 401(k) plans for small and mid-market businesses, offering simplified administration, payroll integration, and fiduciary support. Betterment for Advisors provides a platform for financial advisors to manage their client accounts, offering innovative technology, portfolio management tools, and client experience features. Betterment is committed to transparency and has a reputation for offering low fees and competitive pricing, making them an attractive option for a wide range of investors.

Flexibility

Betterment offers flexible work arrangements, although specific details are not provided on their job postings. However, one posting does mention that they are “looking for a teammate who is excited to work in a fast-paced, collaborative, and flexible environment.” This suggests that some level of flexibility is offered, potentially including remote work or flexible hours.

Benefits

Betterment offers employees a comprehensive benefits package including health insurance, dental and vision coverage, paid time off, and a 401(k) plan. In addition, Betterment provides employees with opportunities for professional development through various training programs, tuition reimbursement, and leadership development programs.

Mission

Betterment is a leading financial services company dedicated to simplifying investing and retirement planning, empowering individuals to build wealth and achieve their financial goals through automated technology and expert guidance.

Automation
Data-driven
Disruptor
Environmental impact driven
Sustainability
Tech for good

Culture

Betterment promotes a culture of innovation, customer-centricity, and continuous improvement. They prioritize building a diverse and inclusive workplace, with a strong emphasis on employee resource groups. The company fosters a culture of learning and growth, encouraging employees to take ownership of their work and contribute to the company's mission of making people's lives better through financial technology.

Agile and dynamic
Autonomous
Collaborative
Entrepreneurial
Fast-paced
People-first
Progressive
Supportive
Transparent

DE&I

Betterment is committed to building a diverse, equitable, and inclusive workplace. They believe in fostering an environment where all employees feel valued, respected, and empowered to contribute their unique perspectives and talents. They have several Employee Resource Groups (ERGs) including Asians of Betterment, BetterBrain, BetterParents, BetterPride, Black at Betterment, Latine at Betterment, and Women+ of Betterment. These ERGs support their respective communities, provide networking opportunities, and advocate for greater diversity and inclusion within the company.

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