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Betterment's Sarah Levy Drives $2B Growth and New Services

4/22/2025

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Summary

Story summary

Sarah Levy heads Betterment, a New York City digital investment firm, driving growth through strategic acquisitions like Ellevest, adding 80,000 customers and $2 billion in assets.
Since 2020, Betterment's assets under management surged from $22 billion to $56 billion, achieving profitability.
Levy plans to diversify services beyond robo-advising, launching human advice options and a self-directed investing platform.
In April, Betterment experienced $3 billion in trading volume, indicating heightened customer engagement despite market fluctuations.

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Story summary

Sarah Levy heads Betterment, a New York City digital investment firm, driving growth through strategic acquisitions like Ellevest, adding 80,000 customers and $2 billion in assets.
Since 2020, Betterment's assets under management surged from $22 billion to $56 billion, achieving profitability.
Levy plans to diversify services beyond robo-advising, launching human advice options and a self-directed investing platform.
In April, Betterment experienced $3 billion in trading volume, indicating heightened customer engagement despite market fluctuations.