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About

Betterment is a trusted digital investment platform designed to make building wealth and saving for retirement simple. It offers globally diversified portfolios managed with automated trading, rebalancing, and tax-loss harvesting technology, helping investors maximize returns while minimizing stress. Beyond investing, Betterment provides high-yield cash accounts with APYs significantly above the national average, plus FDIC insurance up to $2 million for peace of mind. For retirement, Betterment supports Traditional, Roth, and SEP IRAs, each offering distinct tax advantages to fit different financial situations. The platform also makes it easy to roll over old 401(k) plans into low-cost IRA accounts, helping clients reduce fees and consolidate assets. With Betterment’s personalized planning tools and expert guidance, individuals gain clarity and confidence in achieving long-term financial goals.

About

Stash is a personal finance app that simplifies investing, making it easy and affordable for everyday Americans to build wealth and achieve their financial goals. Fractional shares make it easy to invest what you can afford on a set schedule. We can help you bank better with no hidden banking fees and access to early payday through direct deposit. The everyday card that helps you earn stock while you shop. Take stock of your life, our three subscription plans help make it affordable and easy. Our retirement options can help you ease into a more secure future. Stay focused on their long-term goals with our children’s investment accounts. Stash was built with a simple philosophy, everyone should have access to investing. Thanks to fractional shares, anyone can invest in the stock market with $5 or less. Stash helps more than 5 million people reach their financial goals. Stash can give you everything you need to build wealth for the long-term.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Betterment is ideal for individuals and business owners seeking an easy, tech-driven way to invest, save, and plan for retirement with tax-efficient strategies and expert guidance

Audience

Individuals who are new to investing or those looking for a simple, accessible platform to manage their finances. It appeals to younger, tech-savvy users, including millennials and Gen Z, who want to build wealth through low-cost, diversified investment options. Stash is also popular among individuals with a smaller budget for investing, as it allows users to start with small amounts of money

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$3/month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Stash is fantastic for maintaining a portfolio, and their stock giveaways and their debit card are excellent tools for getting back extra on expenses.

Cons

  • Trading can be delayed, slowing the process on buys. If you're looking to short sell, it's not the product to use.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Betterment
Founded: 2010
United States
www.betterment.com

Company Information

Stash
Founded: 2015
United States
www.stash.com

Alternatives

Alternatives

Fidelity

Fidelity

Fidelity Investments

Categories

Categories

Integrations

Era Supported
Numeric Supported
Utluna Supported
ADP Workforce Now Supported
Ascentis Supported
Bennie Supported
Dayforce Supported
GenRocket Not Supported
MetroMap Not Supported
Paychex Flex Supported
Paylocity Supported
RightCapital Supported
Rippling Supported
Workday Financial Management Supported
Workday HCM Supported

Integrations

Era Supported
Numeric Supported
Utluna Supported
ADP Workforce Now Not Supported
Ascentis Not Supported
Bennie Not Supported
Dayforce Not Supported
GenRocket Supported
MetroMap Supported
Paychex Flex Not Supported
Paylocity Not Supported
RightCapital Not Supported
Rippling Not Supported
Workday Financial Management Not Supported
Workday HCM Not Supported
Claim Betterment and update features and information
Claim Betterment and update features and information
Claim Stash and update features and information
Claim Stash and update features and information