Shyft Score
Directory quality rating
51/100
Quiet
Our take
The verdict on Betterment
AI-generated
Betterment's AI-powered goal-based planning and SmartDeposit feature make it a strong contender, but its subscription pricing model may deter some users.
Strengths
- AI-powered goal-based planning
- SmartDeposit for automated savings
- Crypto ETF portfolios
- Tax-loss harvesting
- $4/mo starting price
Limitations
- Subscription pricing model
- Limited information on AI agent support
- No mention of MCP readiness
- Small ecosystem
Best for: Investors seeking AI-powered goal-based planning and automated savings features.
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See how Betterment fits your stackAbout
What is Betterment?
Bankrate's top robo-advisor 2025 with AI-powered goal-based planning, SmartDeposit, crypto ETF portfolios via Makara acquisition, SEC-registered fiduciary.
Key capabilities
AI-powered goal-based financial planning
SmartDeposit for automated savings
Crypto ETF portfolios through Makara
Tax-loss harvesting
Personalized investment strategies
At a glance
Use cases
What you can do with Betterment
Automate investment portfolio management based on financial goals and risk tolerance
Provide hybrid advisory services combining AI-driven insights with human financial advisors
Offer personalized financial planning tools to help clients make informed decisions
Best for
Individual investorsRetirement plannersTech-savvy millennials
Pricing
Betterment pricing
Betterment starts at $4/mo
Starting at $4/mo
Ecosystem
Connected ecosystem
MCP servers, AI skills, and integrations that work with Betterment
Integrations
PlaidQuickBooksXeroZapierMintTurboTaxWealthfrontRobinhood
FAQs
Frequently asked questions
Common questions about Betterment and its capabilities
Betterment pricing starts at $4/mo. Contact Betterment for enterprise pricing and volume discounts.
Need help automating Betterment?
Our team can help you integrate Betterment with your existing tools and build custom automation workflows.
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