{"source":"Breaknorm","page":"https://breaknorm.co/company/betterment.com","license":"https://breaknorm.co/terms","domain":"betterment.com","name":"Betterment","legal_name":"Form ADV Part II","country":"US","country_second":"CA","city":"New York","admin1":"New York","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"wealth_management_general","summary":"Betterment is a financial services company that provides automated investing, tax-loss harvesting, and portfolio rebalancing for consumers and businesses. Its offerings include Core and custom portfolios, IRAs, 401(k) and Solo 401(k) plans, high-yield cash accounts, and checking accounts. 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Advisors","country":"US","city":null,"headcount":"201-500","leaf":"independent_financial_advisers","summary":"Merit Financial Advisors is a wealth management firm that provides financial planning, wealth management, insurance planning, and retirement planning for indivi."},{"domain":"irafinancial.com","name":"IRA Financial","country":"US","city":"Sioux Falls","headcount":"201-500","leaf":"independent_financial_advisers","summary":"IRA Financial is a service provider that administers self-directed retirement accounts for individuals and business owners."},{"domain":"eaglelfcu.com","name":"eaglelfcu.com","country":"US","city":null,"headcount":"51-200","leaf":"retail_and_commercial_banks","summary":"The company is a digital banking and wealth management service that provides personal checking, savings and investment products, and business banking for indivi."},{"domain":"minsterbank.com","name":"Minster Bank","country":"US","city":"Minster","headcount":"51-200","leaf":"retail_and_commercial_banks","summary":"Minster Bank is a service provider that offers personal banking, business banking, and wealth management for consumers and businesses."}],"similar_scored":590,"customers":null,"as_of":"2026-11-04","updated_at":"2026-11-04","hash":"0d72fbec054e3fb0","index_tier":1}