Latest Betterment News & Updates

See the latest news and media coverage for Betterment. We track all announcements, press releases, and industry mentions in real time, all in one place.

Betterment

Digital investing and financial planning platform

betterment.com

Headquarters: New York, United States
Founded year: 2010
Company type: Private company
Number of employees: 600–1,000
Industry: Investment Management & Fund Operators

Last updated Today

Latest news about Betterment

In short: Betterment reached $65 billion in assets, launched self-directed investing tools, and reported a data breach impacting 1.4 million users.

Company announcements

August 17 Betterment

Betterment launches custom portfolios with AI insights

The new product allows retail investors to build security-by-security portfolios while retaining automated tax-loss harvesting and rebalancing features for enhanced control.

April 16 Betterment

Betterment enables app-based rollovers

They partner with Capitalize to handle the process.

April 8 Betterment

Betterment extends Solo 401(k) offering to national wealth management partners

The launch enables large advisor networks like HUB and Osaic to deliver streamlined digital retirement solutions to self-employed clients. It provides a fully digital solution with no setup fees.

March 30 Betterment

Betterment reports January 2026 security incident

Unauthorized access via social engineering affected marketing systems, exposing data of 1.4 million customers, mostly names and emails. Customer accounts remained secure. Enhancements to MFA and monitoring implemented.

Media coverage

July 27 InvestmentNews

Betterment lawsuit just scratches the surface on cash sweep conflicts, says Max CEO

A class action over the digital brokerage's cash sweep program only hints at an industry-wide...

July 13 Yahoo Finance

Betterment Faces Class Action Lawsuit Over Cash Sweep Accounts

A New Jersey client claims the robo advisor profited by sweeping excess cash into deposit accounts with participating banks that did not generate interest.

May 22 Mashable

Betterment moves beyond robo-advising with human financial planners

The best-known robo-advisor is getting into the higher-end financial planning business. Betterment, founded in 2008 as an online investment service with no minimums, is expanding...

April 13 InvestmentNews

Betterment widens solo 401(k) push through Osaic and HUB advisors

More than 80% of self-employed Americans in unincorporated businesses — roughly 9 million people — lack a solo 401(k), a gap Betterment is targeting through...

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