Betterment LLC is an online financial advisory service based in New York, offering a range of investment solutions for individuals and businesses. Founded in 2007, the company specializes in managing diversified portfolios through exchange-traded funds (ETFs) and provides various account types, including traditional and Roth IRAs, SEP IRAs, and trust accounts. Betterment's services include financial and retirement planning, tax loss harvesting, and an advanced cash management tool known as Two-Way Sweep. The platform allows users to manage their investments efficiently, with a management fee of 0.25%, while also providing features for tracking portfolio activities and achieving long-term financial goals. Betterment serves consumers directly, as well as businesses and financial advisors, emphasizing a goal-based investing framework to optimize returns.
Gradvisor is an SEC registered investment advisor that specializes in providing a digital platform aimed at helping individuals save for college through 529 plans. The platform offers unbiased information and guidance, enabling users to select and manage the best college savings plans tailored to their specific needs. Gradvisor assists employees in understanding their options by answering questions and providing ongoing statements, while also monitoring their progress toward savings goals. By empowering users with the tools and knowledge needed to effectively save for education, Gradvisor aims to address the rising concerns associated with student loan debt.
Makara is a cryptocurrency investing platform that specializes in providing secure trading technology for digital assets. Founded in 2021 by Sadie Raney, Jesse Proudman, and Matt Kern, the company is based in Seattle, Washington. Makara’s mission is to simplify the investment process in cryptocurrencies, offering users a proprietary platform designed for ease of use and security. The company emphasizes accessibility for a wide range of investors, focusing on delivering a streamlined experience for managing digital assets.
ImpulseSave is a technology platform designed to help individuals save and invest impulsively by providing a web and mobile application that connects to real savings accounts. The platform encourages users to set financial goals and offers reminders through weekly emails or notifications to keep them engaged in their saving journey. By capitalizing on human instincts rather than trying to enforce discipline, ImpulseSave creates an environment where users can effortlessly contribute to their savings, making the process enjoyable and effective. This innovative approach aims to empower consumers in an increasingly competitive financial landscape, allowing them to achieve their financial objectives more rapidly.
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