Betterment provides SEC-registered investment advisory services, brokerage and custody services through its affiliated entities and partners, and financial products including automated ETF portfolios, self-directed stock and ETF trading, IRAs, 401(k) administration, high-yield cash, checking, and crypto ETF investing. Its Betterment at Work offering serves small and mid-market businesses with retirement-plan administration, while Betterment Advisor Solutions provides custody, portfolio management, onboarding, reporting, and billing tools for independent RIAs.
