Our Mission
It’s time to bridge the gap between those who understand how money works and those who don’t. At Betterment Inc., we believe financial freedom should be achievable for everyone. Our mission is to break the cycle of endless debt, poor spending habits, and financial uncertainty by equipping individuals with the knowledge and tools to take control of their financial future.
We partner with employers to deliver financial wellness solutions that empower working-class adults to achieve the same level of financial literacy and strategy as top financial institutions. Our goal is to teach everyday Americans—from Main Street to small business owners—how to manage their finances like the professionals on Wall Street.
In 2025, we set a goal to put 10,000 working-class families on the path to financial freedom. By 2027, that number grew to 25,000, and we are committed to increasing the impact we make by 10% each year. At Betterment Inc., we are creating a future where financial freedom is within reach for all.
Financial Literacy promotes Economic Inclusion.