Fintech Watchlist Company Profile—Betterment

To Avoid Being Disrupted, Legacy Wealth Management Companies Should Embrace Robo-advisory to Address New Areas Of Growth

USD 1,500.00

* Required Fields

USD 1,500.00


Be the first to review this product

The study covers one of the leading Robo-advisor in the United States. Betterment, that started offering online wealth management advice to the masses, has moved much beyond and rolled out a series of products to cater to the full stack of the market. In the study, Frost & Sullivan has presented the evolution of Betterment tracking back from its starting point in January 2008, when it launched is the first product to launching several products. We have also looked at the explosive growth attained by the company and explored key strategies adopted by the Betterment to attain growth.As with most FinTechs, technology is at the heart of Betterments' offering using machine learning to generate personalized investmen

Research Scope

We have further investigated the business model of the company and represented it in the most simplest possible way. The study also covers key technologies used to automate the processed to not only run them more efficiently, but also reduce the cost of executing the process. Its innovative features have also equipped clients to get more out of investments.

Key Issues Addressed

  • Whether Betterment is complementing, extending or disrupting the wealth management market
  • If or not Betterment is having the impact of the industry and if it does how big is the impact

Key Conclusion

We have put our analysis to deep dive into the potential chance of Betterment is impacting the existing business and placed qualitative assessment on which segment and how much can the company impact.

Finally, we have handpicked key points that legacy market participants such as BlackRock, Vanguard, and Charles Schwab can learn from Betterment. These recommendations are pinpointed and will get leading market participants to start thinking about embracing Robo-advisory platform and help them defend their market from disruption.

We have added executive summary that brings all of this together in a crisp form, to help busy executive get the gist of the study and then read sections in detail that matter to them.

Table of Contents

Fintech Watchlist Company Profile—BettermentExecutive SummaryExecutive SummarySnapshotBusiness OverviewBusiness OverviewBusiness Overview (continued)Products OfferedGeographical Presence Business PerformanceInvestment ReceivedStrategic ImperativesStrategic OverviewStrategic Imperative Strategic Imperative (continued)Strategic Imperative (continued)Strategic Imperative (continued)Strategic Imperative (continued)Business and Disruption ModelBetterment’s Business ModelHow Does Betterment Disrupt? ChallengesChallenges Faced by BettermentImpact AnalysisImpact AnalysisBetterment TeamBetterment Team Betterment Team (continued)ConclusionConclusionLegal DisclaimerThe Frost & Sullivan StoryThe Frost & Sullivan StoryValue Proposition—Future of Your Company & CareerGlobal PerspectiveIndustry Convergence360º Research PerspectiveImplementation ExcellenceOur Blue Ocean Strategy

Related Research

Release Date : 04-Oct-18

Region : Global

Release Date : 28-Sep-18

Region : Africa

Release Date : 26-Sep-18

Region : Asia Pacific

Why Frost & Sullivan

Working with the CEO’s growth team to create a vision based on a transformation growth strategy

Creating content-based digital marketing strategies that leverage our research perspective to differentiate and “tell your story”

Tracking over 1000 emerging technologies and analyzing the impact by industry and application to reveal the companies to watch in each sector

The Frost & Sullivan team is based in our 45 global offices and have developed a powerful global understandings of how industries operate on a global level.