Betterment

In honor of AAPI Heritage Month, we're excited to celebrate with Asians of Betterment! Throughout May, we'll be hosting a series of activities that highlight the rich diversity, traditions, and contributions of the AAPI community. We’ll also be sharing personal stories from some of our incredible employees — shining a light on their journeys, cultures, and experiences. Stay tuned for more as we come together to learn, share, and honor AAPI Heritage Month! #AAPIMonth

Our tax-smart automation regularly scans your portfolio for opportunities to harvest losses, helping you minimize taxes and keep your investments optimized even in volatile markets. That is why Investopedia named Betterment the 2024 Best Robo-Advisor for Tax Loss Harvesting. Investopedia on 3.29.24 for Jan-Feb '24. See more at https://lnkd.in/gGf3fa9i.

New to Betterment? Let’s get you set up for success. Join us for a live webinar where we’ll walk through key products and features, from investing strategies to goal setting, so you can feel confident using your account from day one. 💡 Plus, bring your questions! We’ll host a live Q&A to make sure you’re getting the most out of the platform. 🗓️ May 20, 2025 at 1PM EST 🔗 https://ow.ly/wLLs50VFMIu

Every brain works differently. And that’s a good thing. This #NeurodiversityCelebrationMonth, consider these meaningful ways to make your workplace more inclusive for neurodiverse employees. 👀 Here’s a secret: most of these changes improve life for everyone on your team. #Inclusion #Neurodiversity

“Levy didn’t seem like an obvious choice when she was appointed to her role by Betterment founder Jon Stein nearly five years ago.” - Forbes Turns out, our CEO Sarah Kirshbaum Levy was exactly the leader we needed. Since stepping into the role, Sarah has led Betterment through transformative growth—more than doubling our assets under management, guiding multiple strategic acquisitions, and bringing long-term clarity to an ever-changing market. In this new Forbes profile, Sarah shares how we’re navigating market uncertainty by staying focused on what matters most: empowering investors with the right tools, smart technology, and personalized guidance to help build lasting financial freedom. 🔗 Check out the full article: https://lnkd.in/e8zPV4Mw

When markets dip, our tech gets to work, automatically scanning your portfolio regularly for tax-loss harvesting opportunities. Over the last few weeks, we executed over $2 billion in tax-loss harvesting trades, resulting in nearly $60 million in losses harvested. Translation? Even when markets wobble, your portfolio stays optimized. That’s the power of Betterment’s tax-smart automation. Learn how it works: https://lnkd.in/gkZb7vk4

On CNBC’s Fast Money, our CEO Sarah Kirshbaum Levy shared the latest investing trends we’re seeing at Betterment. In response to recent market volatility, more people are shifting toward cash and bonds, signaling a “risk-off” mindset. At the same time, many individual investors are staying the course and remaining focused on their long-term goals. At Betterment, we help investors stay focused on their future, even when markets feel uncertain. Because financial wellbeing isn’t about reacting to today. It’s about planning for what’s next. Watch the full segment: https://lnkd.in/gkKCFK6H

We’re excited to introduce the High-Yield Hustle Challenge in partnership with Strava! Earn exciting offers as you stay active. 🏃♂️ Log 4.5 miles within the month of April '25 and earn a special High-Yield Hustle badge to show off your accomplishment. 💰 New customers can get a 0.5% boost to Cash Reserve. Investing and saving is a marathon, not a sprint. But with just 4.5 miles, you can make your money hustle even further. So, are you ready to burn to earn? 🔥 🔗 : https://lnkd.in/ekWRyQ7Y - Cash Reserve offered by Betterment LLC and requires a Betterment Securities brokerage account. Betterment is not a bank. FDIC insurance provided by "Program Banks", subject to certain conditions. Learn more at https://lnkd.in/eDgvmDke. Annual percentage yield (variable) is 4.00% as of 12/27/2024 plus a 0.50% boost (“APY Boost”) for new clients with a qualifying deposit. $10 min deposit. Terms apply; if the base APY changes, the Boosted APY will change.

Meet Etienne, Sr. Staff Engineer at Betterment. He shares his journey and key learnings in honor of Neurodiversity Celebration Month: “My journey through three decades in the tech industry has been deeply shaped by neurodiversity. I was diagnosed on the spectrum later in life and began to better understand my unique way of seeing the world, not as a deficit but as a valuable skill set. Those discoveries brought clarity to a lot of past struggles and helped me recognize the unique strengths I bring to my work: systems thinking, pattern recognition, deep focus, and creative problem-solving. These aren’t just traits I’ve had to manage—they’re my superpowers, and they’ve helped me thrive in my role. I’m also the parent of an autistic child, and they’ve been one of my greatest teachers. Their courage has inspired me to take pride in the way my own brain works, to stop downplaying my differences, and to start advocating for myself with the same compassion and determination I had learned to use on their behalf. That perspective fuels the work I do as co-chair of BetterBrain, Betterment’s Neurodiversity Employee Resource Group. We created BetterBrain to make space for neurodivergent employees to be seen, supported, and empowered—not in spite of their differences, but because of them. Navigating the challenges of life and career hasn’t always been easy, but it’s made me a better engineer, a more empathetic teammate, and a passionate advocate for building a world where every kind of brain belongs and thrives.” #NeurodiversityCelebrationMonth #ThinkDifferent

We're hiring! 🎉 Betterment is looking for a rockstar Sr. Payroll Services Associate to guide our clients through payroll systems integrations. Based in NYC, this role will collaborate with teams across the organization to deliver a seamless experience for clients. Apply here or share with your network 👇 https://lnkd.in/g9akXBte