Betterment Institutional
Curated by SignalWhite label robo-advisory platform enabling wealth managers to scale services.
Overview
Betterment Institutional operates in the fintech sector, focusing on providing white label robo-advisory solutions for wealth managers. The platform allows financial advisors to deliver automated investment advisory services under their own brand, employing algorithms to create and manage diversified portfolios tailored to client-specific risk profiles and financial objectives. Key features include back-office integration and advised 401(k) plans, which aim to improve the operational efficiency of advisors. The platform automates portfolio management and offers a streamlined onboarding process, addressing challenges faced by financial advisors in scaling their practices while maintaining a personalized client experience. Competitive aspects include integration with existing advisor tools, dedicated support teams, and a model marketplace for customized investment strategies.
Key facts
- Founded
- 2014
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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Open roles
21 rolesSr. Full Stack Software Engineer - Product Engineering
New York, NY
Chatbot Strategy Manager
New York, NY
Account Executive - Partnerships
New York, NY
