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Betterment makes CFO hire with $20 billion AUM 'line of sight' and IPO mindfulness

As the NYC robo hits $5 billion ahead of its rivals, Amy Shapero will deploy hundreds of millions en route to a stock symbol

Author Brooke Southall July 15, 2016 at 5:54 PM
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Eli Broverman: That's a part of what she's here to do -- implement all the best practices of a public company.

Robo-Advisors

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Women of Wealth Management



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December 8, 2020 at 5:27 PM

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The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds

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Vise resets -- again -- with more executive firepower and fresh vision focused on RIA M&A and 'wellness,' but analysts say its solutions must stand apart to succeed

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November 6, 2024 at 5:06 AM

Betterment whistleblowers net $2.5 million • Wealthfront's big pivot leads to profits • Altruist launches tax service • CMOs in at Ascensus, Wealthspire & Joe Duran's Rise • Savvy bags four advisors as Mariner sues it for poaching • Jim Dickson launches RIA stake buyer

Betterment is also bending to RIA needs • Wealthfront is in the black, thanks to cash • Altruist reveals where it makes its money • Rise, Wealthspire and Ascensus each add two executives • Compound hits $2 billion of AUM • CAIS slashes alts prices • BlackRock ups private debt sales to RIAs, through GeoWealth.

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See more related moves

Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein



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