Betterment

“We can name Betterment is one of them.”

“It was less than 400,000 dollars that we pulled together from ourselves and friends and families.”

“More than 50% of our customers, when they, when we ask, how did you hear about us? They say it was a friend.”

“We've always said we're going to make it a public company. We've always had our sights set on the long term. We're building an institution for the next century. We're not interested in selling out right now.”

“Today we manage 8.2 billion dollars.”

“Betterment is the largest independent investment advisor online.”

“Two hundred and five million today.”

“He's, he doesn't do what he preaches, right? He's an active investor himself.”

“If you look at the growth of ETFs, we're growing faster than ETFs took off. If you look at the growth of say discount brokerages, we're growing faster than that.”

“Today we have 220 people.”

“I would compare an all in net return number, and I would think about that .2 to five percent being more than made up for in the tax optimizations alone, plus the behavioral optimization, the diversification, and the ease of use that we give you are worth a lot…”

“It's .25%, which is the lowest in the industry, and by charging this one clear transparent fee we align ourselves with the customer.”

“240,000 customers.”

“That's it. That's our only source of revenue. That's all we do.”

“It's more.”

“Once you get some empirical evidence that these robo-advisor platforms and the value of the lower fees and the tax harvesting and things like that are super, you know powerful over the long haul, you know, that empirical data is going to really propel people t…”

“In the wealth tech space, that's the one of the ones I think is going to be a little bit slower to ramp, but has probably the most staying power long-term because you just keep piling assets on top of each other over the years and the stickiness level over som…”

“Vanguard keeps its lead. Vanguard's done a great job of having a an investment. What most, most people don't spend a lot of time and attention on the cost associated with and having a low cost solution like Vanguard has been a very good, done a very good job o…”

“With our marketplace, we can actually place high quality ads like Netflix, HubSpot, Betterment into your newsletter. And you're monetizing and again, cashflow positive month one.”

“We have advertisers like Netflix, HubSpot, monday.com, Betterment, that are looking to reach these niche audiences of newsletters, and we help connect them so you can send a newsletter with the premium sponsor without having a sales team.”