Betterment

Show rating breakdown
777 reviews
  • 2 profiles
  • 3 categories
Average star rating
4.3
Serving customers since
2010

Profile Name

Star Rating

492
210
44
13
18

Betterment Reviews

Review Filters
Profile Name
Star Rating
492
210
44
13
18
Verified User in Computer Software
AC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
09/16/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Low-Maintenance and Reliable

What I like best is that it is extremely low maintenance. When needed they are helpful in solving problems, but overall we haven't needed much help which is great.
Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
08/23/2026
Validated Reviewer
Verified Current User
Review source: Organic

Great impact portfolios, but onboarding was really poorly managed

Really like the 3 portfolios that are aligned with the values of the nonprofits my organization supports - Broad Impact, Social Impact, and Climate Impact. Also that Betterment was a pioneer in this space, before ESG was a thing.
Dana C.
DC
Dana C.
Office ManagerMid-Market (51-1000 emp.)
08/12/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Rough Integration Setup, but Seamless Customer Service Once Running

To be honest, we had a rough start with our integration setup. It took months to get everything set up properly. However, they did hold weekly updates to communicate through the process as we were working out all the bugs. Now that everything is set up properly, the customer service has been seamless.

About

Contact

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

Social

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