Tagged: sarah levy

Digital Financial Advisor Platform Betterment Introduces “Tax-Smart” Transitions Features for Advisors

Betterment, the independent digital financial advisor, today announced that Betterment for Advisors, its RIA custody division, has launched an integrated suite of tools that will provide financial advisors “with granular control over how client assets are managed, transferred, and sold.” The new features will “give… Read More

Digital Assets: Betterment Launches Innovative Cryptocurrency Offering

Betterment, which claims to be the largest independent digital investment advisor in the U.S., announced the launch of its cryptocurrency offering, Crypto Investing by Betterment. Betterment will reportedly “add expert-built, managed, and diversified crypto portfolios alongside its traditional investing portfolios.” The portfolios will be “available… Read More

Betterment Adds Crypto Capability Through Makara Acquisition

Betterment, an independent digital investment advisor, has entered into an agreement to acquire cryptocurrency portfolio management company Makara. The move allows Betterment clients to invest in diversified cryptocurrency portfolios alongside their current investments. Makara personnel will move over once the deal is finalized later this… Read More

Robo-Advisor Betterment Raises $160 Million in Debt and Equity

Betterment, a leading Robo-advisor, has raised $160 million in growth capital. The investment includes $60 million in Series F equity capital and $100 million credit facility. Betterment received a valuation of over $1.3 billion. According to a company release, the equity investment was led by… Read More

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