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A Review of Betterment – Industry Leader in the Investing World

Even if you have only been in the investing world for a small amount of time, you have likely heard of the industry leader that is Betterment. Betterment is a low-cost, easy-to-use robo-advisor that is challenging the investing world with what it offers. With only 0.25% in management fees as well as automated tax-loss harvesting, Betterment makes it incredibly easy to put your portfolio on autopilot.

Betterment is most certainly a leader, as you will see in this Betterment review. It is well worth the in-depth look because of the fact that it is one of the favourite robo-advisors around right now. It is essentially changing the world of investing. Betterment is best for:

  • Brand-new investors
  • Investors who want tax optimization
  • Socially responsible investors

Betterment gives all users a great experience alongside a plethora of portfolio options. It is one of the very first ever robo-advisors and is showing to be great with its low fees. Betterment was founded in 2008 by Jon Stein and he still serves as the CEO till this day. The company then officially launched in 2010 after a huge debut at TechCrunch Disrupt NYC.

It was after this that Betterment scored a whopping $3 million in funding and it has seen substantial but steady growth ever since. The press has been rather kind to Betterment as well, so this has been a helping hand. They have all provided Betterment with glowing reviews.

Many people thought all of Betterment’s success could be derived from its hype. However, Betterment’s portfolio results are proving that it is far more than just hype or luck. Betterment now has far more than 500,000 users while also managing over $22 billion.

Let’s take a deeper look into Betterment. In this review, we will be looking at the pros and cons of Betterment to see if it is the right platform for you. While you’re here, check out this M1 Finance review.

The pros and cons of Betterment

Betterment is absolutely amazing, there is no denying that at all. This amazing platform allows you to easily create a portfolio that invests your money in low-cost funds. Then, you leave it up to Betterment to do the rest. Also, Betterment is able to use fractional shares which help you to fully leverage your money. Now, let’s take a good look at the pros and cons.


  • Low management fees
  • Up to 1 year free
  • Tax-coordinated portfolio
  • Automatic investing


  • No real estate investing
  • Limited portfolio customization
  • Limited compatibility with external accounts

Is Betterment the right platform for you?

It seems as if Betterment is proving to be the right platform for almost anyone. It is fantastic for financial planning and investment strategies all while keeping a low cost. In only a short time, Betterment has added many amazing features to their arsenal and there is no doubt that it will continue to expand over time.

Betterment is expected to only get better and better. Click here to get up to one year free with Betterment.

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