Atlas
Buyer

Betterment

Goals-based UX; 401k channel for SMBs.

Sector footprint

One company, every side of the market

WealthThis site
Betterment

Goals-based UX; 401k channel for SMBs.

Capability matrix

CapabilityBetterment
managed●
planning●
banking●

Parent organization

Betterment

Founded

Not yet sourced

Scale

$50B AUM

Companies alongside it

Peers grouped as robo — the nearest comparables in the same part of the market.