Case Study


Introduction
An early entrant into the robo-advisory space, Betterment was able to tap into our innate desire for autonomy and self-determination while addressing the fears and concerns around the complexity of investing.

Details

Results
Through a deep dive into the interest in and barriers to investing for the average American, Betterment quickly gained traction, accumulating over 600,000 customers and $30 billion in assets by 2022.