Betterment LLC
Legal Name: BETTERMENT LLC
Other Info
Betterment LLC, legally referred to as BETTERMENT LLC, is a Delaware Limited Liability Company that provides financial advisory services to over 560,000 clients. With a team of 245 employees, including 17 professionals in advisory roles, the company is committed to providing high-quality financial services. Its SEC status is approved, and it has been registered since May 2009.
Betterment
Betterment can help grow your money by making saving and investing easy. Invest in a tailored portfolio, set buckets for your goals, and earn rewards.
Direct Owners
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BENJAMIN TODD ALDEN
GENERAL COUNSEL owns less than 5%
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BETTERMENT HOLDINGS, INC.
MANAGING MEMBER, PARENT ENTITY owns 75% or more
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DUSTIN MATHIAS LUCIEN
CHIEF OPERATIONS OFFICER owns less than 5%
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JONATHAN BABCOCK STEIN
CHIEF EXECUTIVE OFFICER owns less than 5%
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KIMBERLY NOEL CHEHARDY
CHIEF COMPLIANCE OFFICER owns less than 5%
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PETER BRAILLER LORIMER
VP, FINANCE owns less than 5%
Indirect Owners
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JONATHAN BABCOCK STEIN
SHAREHOLDER owns more than 25% but less than 50%