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Betterment

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640 reviews
  • 2 profiles
  • 3 categories
Average star rating
4.3
Serving customers since
2010

Profile Name

Star Rating

410
173
32
10
15

Betterment Reviews

Review Filters
Profile Name
Star Rating
410
173
32
10
15
LB
Lucinde B.
03/01/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Smarter employee retirement benefits management

The thing that I like about Betterment at Work is that it is transparent about charges and investment portfolio. The platform is transparent on costs, and this is often inquired of by the employees and this creates trust. The process of implementation was organized and it assisted us in the roll out without any confusion. I also like the fact that the staff members log in frequently to check on their progress and this indicates that they feel more engaged in their financial planning.
FC
Flavia C.
02/26/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

I’ve noticed that it really helps more employees get involved

My favorite feature of Betterment at Work is that it made managing the retirement of employees easier. Once it was implemented, we connected it to payroll and contributions became smooth. I apply it to various occasions as often as onboarding and benefits season, and this makes our HR processes effective. The features which provide customized investment advice and tracking of progress will provide enough features so that the employees can have a chance to plan their retirement without overloading our staff with questions and handwork.
BG
Byron G.
02/19/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Empowers Employee Financial Wellness Seamlessly

I like the 3.9% reserve APY, boosted for 2026. By integrating a high yield savings account directly into the same platform as the 401k, Betterment at Work has helped our staff build emergency funds. We've seen a noticeable decrease in 401k loan requests because our employees finally have a liquid safety net earning a market-leading rate. It turns the 401k platform from a once-a-month check-in into a daily financial tool for our team.

About

Contact

Phone:
(845) 210-4371
HQ Location:
New York, US

Social

@Betterment

What is Betterment?

Betterment is an investing and savings app that serves one purpose—to help you grow your money, so that you can live better. Sign up effortlessly to get goal-setting and planning tools at no extra cost. For one low, transparent fee, you can invest your money with automatic deposit and trading features that put your money to work. Earn with interest and investment growth—plus maximize your savings with rewards on your everyday spending. Learn more at Betterment.com. Investing involves risk and performance not guaranteed. https://www.betterment.com/social-disclosures/

Details

Year Founded
2010