Better is different for everyone.
It can feel big, like retiring early. It can feel urgent, like investing in a climate-conscious portfolio. Or it can just feel helpful, like using recurring deposits so you never forget to save.
You deserve financial peace of mind.
That's where we come in. We're here to simplify overly complex ideas. To help you set goals and give purpose to your money.
We offer the best of both worlds.
We do that by combining easy-to-use, automated investing technology with great advice so you can make "better" what you want it to be.
No one ever tiptoed to real change. We’re constantly looking for new ways to disrupt financial services and create a better world for our customers.
SARAH LEVY, CEOSarah Levy
Chief Executive Officer
Peter Lorimer
Chief Financial OfficerSeth Rosenbloom
General CounselMike Reust
PresidentJohanna Richardson
Chief Product OfficerJohn Mileham
Chief Technology OfficerKim Rosenblum
Chief Marketing OfficerKumud Sharma
Chief People OfficerBoris Khentov
Head of Applied AIA.J. Kramer
SVP, OperationsSandy Lavipour
VP, Strategy & CommunicationsJon Mauney
VP, DataLiane Pierce
SVP, Customer Experience