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Betterment at Work is a savings and investing solution designed to empower employees on their journey to financial wellbeing, using our 401(k) as the foundation. Built on the same technology that powers our industry-defining investment platform, Betterment at Work helps employees meet goals beyond retirement, with customizable portfolios, debt management tools, easy-to-understand advice on how to save, and more. Our automation makes it easy to offer a better 401(k) in only a few minutes - at one of the lowest costs in the industry and Betterment takes on the fiduciary responsibility for employee accounts, supporting personalized choice with expert management.

Founded: 2008
Employees: 201-500
Total funding: $435M
Latest funding: $100M Debt Financing on 9/29/2021
Investors: Bessemer Venture Partners, Menlo Ventures, Fancisco Partners, Citi Ventures, Kinnevik AB

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Coverage for

Coverage area


Minimum employees

1 employees

Medical plan types

Any medical plan type

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