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Terrafort Capital signs sub-advisory agreement with Betterment

Terrafort Capital signs sub-advisory agreement with Betterment

March 07, 2022

Terrafort Capital is thrilled to announce that it has recently signed a sub-advisory agreement with Betterment, a pioneer in the robo-advisory field and the largest independent digital investment advisor with $33 billion in assets under management and nearly 700,000 clients. Through its Betterment for Advisors service, Betterment partners with about 2,000 financial advisors from more than 600 wealth management firms.

Our philosophy of "thinking out of the box" and utilizing top resources to help our clients pursue their goals, coincides with Betterment's mission to improve people's lives with accessible, personalized investment solutions. Betterment empowers hundreds of thousands of customers in managing their money and making their lives better by easy-to-use, automated investing technology that simplifies overly-complex ideas.

One of the leading products that we will provide to our corporate clients and their employees in our holistic and personalized approach to investment advisory will be Betterment for Business. Betterment for Business is a 401(k) management service that combines the power of efficient technology at an accessible price that benefits employers by simplifying their administrative burden. It primarily helps employees by closely guiding them on their investment process through easy-to-use technology coupled with personalized service.

We are excited about this partnership as our U.S. clients will benefit enormously by combining Betterment's advanced technology and ease of use, along with Terrafort Capital's standout service, thus helping them simplify their financial life and "climb their cliff."