List of Betterment for Advisors Portfolio Management Customers
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United States
Since 2010, our global team of researchers has been studying Betterment for Advisors Portfolio Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Betterment for Advisors Portfolio Management for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Betterment for Advisors Portfolio Management for Portfolio and Investment Management include: Plan First Wealth, a United States based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million, Comprehensive Portfolio Management, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Conscious Capital, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Betterment for Advisors Portfolio Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Comprehensive Portfolio Management | Professional Services | 10 | $1M | United States | Betterment for Advisors | Betterment for Advisors Portfolio Management | Portfolio and Investment Management | 2019 | n/a |
In 2019, Ritholtz Wealth launched its Liftoff robo advice platform using Betterment for Advisors Portfolio Management in the United States. The deployment used Betterment for Advisors Portfolio Management, classified under Portfolio and Investment Management, to provide a digital-first portfolio management and onboarding experience targeted at younger accumulation phase investors.
The implementation emphasized core Portfolio and Investment Management capabilities such as portfolio construction, digital onboarding, custody and robo advice functionality, and automated allocation and rebalancing consistent with the vendor platform. Betterment for Advisors Portfolio Management was configured to drive client onboarding flows and to operationalize model portfolios for automated execution and ongoing portfolio maintenance.
Operational coverage focused on retail advisory workflows serving accumulation clients across the United States, aligning advisory practice processes with the Liftoff consumer experience. Rollout and governance priorities centered on streamlining digital onboarding and improving client experience, outcomes that were specifically cited in press coverage describing Liftoff as Betterment powered.
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Conscious Capital | Banking and Financial Services | 10 | $1M | United States | Betterment for Advisors | Betterment for Advisors Portfolio Management | Portfolio and Investment Management | 2024 | n/a |
In 2024, Conscious Capital implemented Betterment for Advisors Portfolio Management, a Portfolio and Investment Management application. The deployment was led by founder Derek Tharp, who is a public Betterment for Advisors user and ambassador, and the implementation focused on automating advisor workflows for clients in the United States.
Betterment for Advisors Portfolio Management was configured to leverage automated deposits, automated rebalancing, tax-loss harvesting, asset location, and core portfolio management capabilities. Configuration emphasized policy-driven automation, using the platform to enforce rebalancing bands, schedule deposits, and enable tax-loss harvesting and asset-location rules across client accounts.
The implementation operates as a platform-centric advisor workflow, applying automation across investment operations and client service functions rather than bespoke on-premise infrastructure. Operational coverage centers on advisor-driven portfolio administration and client account management for Conscious Capital’s US client base, with portfolio automation embedded into daily trading and allocation processes.
Governance shifted toward centralized rule configuration and advisor oversight, with Conscious Capital using platform settings to standardize portfolio behavior and reduce manual maintenance. Derek Tharp reports that automation freed time for planning and client service and supported broader adoption of tax-loss harvesting and asset-location features among his clients in the United States.
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Plan First Wealth | Banking and Financial Services | 10 | $2M | United States | Betterment for Advisors | Betterment for Advisors Portfolio Management | Portfolio and Investment Management | 2025 | n/a |
In 2025 Plan First Wealth implemented Betterment for Advisors Portfolio Management to centralize advisory workflows and support client transitions in the U.S. market. The deployment of Betterment for Advisors Portfolio Management is scoped to Portfolio and Investment Management and directly supports advisor-facing client onboarding and account transfer operations at Plan First Wealth.
The implementation leverages documented Betterment modules including digital onboarding, automated tax-optimized transitions, and support for repapering and ACAT transfers, with Platform Solutions engaged to execute a documented 30 day transition. Betterment for Advisors Portfolio Management was used to access automated tax-smart transition tools, and digital onboarding functionality was applied to onboard roughly 90 percent of Plan First Wealths U.S. client base.
Operational coverage included client service, operations, and advisor teams in the United States, and the move consolidated approximately 39 million dollars of client assets onto the Betterment platform. Governance and process changes focused on streamlining repapering workflows and formalizing ACAT transfer procedures, with the vendor s Platform Solutions team providing hands-on transition support during the 30 day cutover window.
The narrative centers on the relationship between Plan First Wealth, Betterment for Advisors Portfolio Management, and the Portfolio and Investment Management function, emphasizing documented module use for digital onboarding and tax-optimized transitions as part of the vendor supported transition effort.
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Buyer Intent: Companies Evaluating Betterment for Advisors Portfolio Management
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