Case Study

Betterment

Strategy+

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A video screenshot of a boy sitting in a car, with a hovering graphic of stocks vs bonds for "Dylan's Education."
Betterment logo.

Introduction

Be independent without being alone

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

you did that

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. 

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