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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Betterment is a leading robo-advisor that helps people grow their wealth through smart, automated investing and personalized retirement planning. Its expert-built portfolios are globally diversified and continuously optimized with advanced features like dividend reinvestment, tax-loss harvesting, and rebalancing, taking the complexity out of investing. Clients can also access high-yield savings accounts with APYs up to 4.40%, paired with FDIC insurance of up to $2 million for added security. For retirement savers, Betterment provides access to Traditional IRAs for upfront tax deductions, Roth IRAs for tax-free withdrawals, and SEP IRAs tailored to self-employed individuals and small-business owners. The platform simplifies rollovers from old 401(k) or IRA accounts, helping investors reduce hidden fees and centralize their money in one place. Automated technology ensures contributions, rebalancing, and long-term growth stay on track while Betterment’s planning tools calculate how much to save based on individual life goals. Premium members gain access to Certified Financial Planners (CFPs) for personalized retirement advice and clarity on complex decisions. By combining technology, transparency, and human expertise, Betterment empowers users to plan confidently for both short-term savings and long-term retirement security.

Description

With a money membership at Ellevest, you receive the benefit of a personalized investment portfolio tailored specifically for your needs. By choosing to save instead of invest, you may be overlooking the potential to accumulate hundreds of thousands of dollars over time. The investment sector has historically been dominated by men, leading to tools that, while labeled "gender-neutral," often overlook the unique challenges faced by women. Our investment algorithm takes into account crucial factors such as wage disparities, career interruptions, and the reality of longer life expectancies for women. Ellevest is designed to accommodate your current financial situation, with no minimum deposit required so you can start investing right away. Let's take just five minutes to discuss your financial circumstances, life, and career to develop a plan tailored to you. By sharing a few essential details, we can build an investment portfolio that includes a strategic blend of stocks, bonds, and alternative funds. This diversified approach aims to mitigate the overall risk of your portfolio, ensuring a more balanced investment strategy. Ultimately, Ellevest empowers you to navigate your financial future with confidence and clarity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP Workforce Now Yes 
Ascentis Yes 
Bennie Yes 
Dayforce Yes 
Era Yes 
Numeric Yes 
Paychex Flex Yes 
Paylocity Yes 
RightCapital Yes 
Rippling Yes 
Utluna Yes 
Workday Financial Management Yes 
Workday HCM Yes 

Integrations

ADP Workforce Now No 
Ascentis No 
Bennie No 
Dayforce No 
Era No 
Numeric No 
Paychex Flex No 
Paylocity No 
RightCapital No 
Rippling No 
Utluna No 
Workday Financial Management No 
Workday HCM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$9 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Betterment

Founded

2010

Country

United States

Website

www.betterment.com

Vendor Details

Company Name

Ellevest

Founded

2014

Country

United States

Website

www.ellevest.com/investing

Alternatives

Alternatives

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