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Betterment
Location
8 W. 24th Street, 6th Floor,
New York, 10010, NY,
United States
Website
https://www.betterment.com/
Phone
1 718-400-6898
Artw industry
Banking and Financial Services
Employee
Revenue

Betterment Technographics

Betterment Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Betterment and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 480 Betterment employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Betterment has purchased the following applications: TravelPerk Platform for Travel Management in 2023, Ada AI Chatbot for Chatbots and Conversational AI in 2021, Adobe Connect for Audio Video and Web Conferencing in 2017 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Betterment is running and its propensity to invest more and deepen its relationship with Perk (formerly TravelPerk) , Ada Support , Adobe Systems or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Betterment revenues, which have grown to $95.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Betterment intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Betterment Tech Stack and Enterprise Applications

Betterment ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Perk (formerly TravelPerk) Legacy TravelPerk Platform Travel Management ERP Services and Operations n/a 2023 2023
In 2023, Betterment implemented the TravelPerk Platform to centralize business travel for its U.S.-based employees, addressing frequent travel between its teams and the New York headquarters as well as attendance at conferences and trade shows. The implementation positions the TravelPerk Platform as the companywide Travel Management solution for employee booking, expense orchestration, and real-time travel reporting. The deployment emphasizes TravelPerk Platform capabilities including reporting and insights, an automated travel policy engine, integrated travel policy enforcement, and customized approval workflows for out of policy trips. Configuration focused on enabling one click integrations with expense management and HR tools, providing instant invoices after each booking and automated syncing of travel expenses to third party expense management systems. Operational coverage is explicitly U.S. only, supporting Betterments hybrid workforce and travel to key events and the New York headquarters, and it impacts finance, HR, and employee travel booking processes. The TravelPerk Platform functions as the centralized booking and policy enforcement layer for Travel Management, consolidating booking visibility and expense data for the finance team. Governance and workflow changes included embedding corporate travel policy into the platform, instituting approval gates for noncompliant trips, and removing the need for employees to pay out of pocket then submit reimbursements. As stated by Betterment, the TravelPerk reporting and insights tools improved visibility into travel spending and policy compliance, while the integrated policy and expense sync reduced manual reconciliation and streamlined travel management.
Betterment AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Ada Support Legacy Ada AI Chatbot Chatbots and Conversational AI AI-Powered Application n/a 2021 2021
Betterment Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe Connect Audio Video and Web Conferencing Collaboration n/a 2017 2017
Audio Video and Web Conferencing Collaboration 2020 2020
Collaboration Collaboration 2011 2011
Collaboration Collaboration 2022 2022
Betterment Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Signing Content Management 2020 2020
Web Content Management Content Management 2021 2021
Betterment CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Account Based Marketing CRM 2023 2023
Customer Data Platform CRM 2016 2016
Customer Experience CRM 2021 2021
Customer Support CRM 2017 2017
Data Management Platform CRM 2023 2023
Digital Advertising Platform CRM 2015 2015
Digital Advertising Platform CRM 2022 2022
Marketing Analytics CRM 2011 2011
Marketing Automation CRM 2020 2020
Marketing Automation CRM 2019 2019
Marketing Automation CRM 2021 2021
Partner Relationship Management CRM 2023 2023
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2014 2014
Betterment ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2020 2020
IT Service Management ITSM 2019 2019
Betterment PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2013 2013
Betterment IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2018 2018
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2016 2016
Betterment CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2023 2023

IT Decision Makers and Key Stakeholders at Betterment

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Betterment Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Betterment IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Betterment digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Betterment Technographics
Betterment is a Banking and Financial Services organization based in United States, with around 480 employees and annual revenues of $95.0 million.
Betterment operates a diverse technology stack with applications such as TravelPerk Platform, Ada AI Chatbot and Adobe Connect, covering areas like Travel Management, Chatbots and Conversational AI and Audio Video and Web Conferencing.
Betterment has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Perk (formerly TravelPerk), Ada Support and Adobe Systems.
Betterment recently adopted applications including TravelPerk Platform in 2023, 6sense Account Engagement Platform in 2023 and Resonate Ignite Platform in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Betterment’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Betterment’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Betterment technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.