About Betterment
Betterment is a financial technology company headquartered in New York City that offers automated investing, retirement, and cash management services to individuals and employers. Its business is run through affiliated entities: Betterment LLC, which is registered with the SEC as an investment adviser, and Betterment Securities, a broker-dealer and FINRA member. The company presents its platform as combining automated portfolio management with access to licensed advisors. It is not a law firm and is not described on its site as providing legal services.
The company's website lists self-directed and automated investing, high-yield cash accounts, IRAs, crypto investing, checking, and trusts among its offerings. Its 401(k) plan administration for businesses is provided through a separate affiliate, Betterment for Business LLC. The corporate office is at 450 West 33rd Street in New York, NY 10001. The company reports more than one million customers and over $70 billion in assets under management as of mid-2026.
| Type | Organization |
|---|---|
| New York offices | New York |
| Website | betterment.com |
| Registered NY attorneys | 8 |
Organization profile based on its official website and public sources (reviewed October 30, 2026). Attorney list from the New York State Unified Court System registration data. Not affiliated with Betterment.
Registered attorneys
Brian Woldow Currently registered Joshua Rubin Currently registered Gregory Yaecker Currently registered Boris Khentov Delinquent Haley Waters Currently registered Jessica Teng Currently registered Danielle Goldenberg Currently registered Victoria Stringfellow Currently registeredRegistration status can change at any time. Confirm any attorney's current status through the official New York Attorney Search.