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Betterment Case Study

Background

What They Do Betterment is a RoboAdvisor firm that advises their clients in regards to ETFs and mutual funds.

Competitors We Invest, Bamboo, Wealthfront, Autowealth, Personal Capital

How They Use Technology

Technologies Appropriate large amount of data focusing on baby boomers with a technology focus. They focus mainly on young people with capital to make investment decisions.

How They are Fintech They utilize AI and machine learning to process and compute information for their RoboAdvisors. Also use the Black-Litterman Model to compute ideas.

Strengths and Weaknesses

Strengths Roboavising model is cheaper

Weaknesses

Company Prognosis

Current

Future

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