Betterment's path to $45B and beyond, with CEO Sarah Levy

Lex chats with Sarah Levy, CEO of Betterment - the largest
independent digital investment advisor. Levy kicks off the
conversation by discussing her career journey from working in the
media industry to leading a fintech company. Levy explains that
she was attracted to Betterment's mission of making people's
lives better and saw the potential for growth and scale in the
company. She also highlights the importance of brand building and
understanding the customer in creating a successful business.
Levy discusses Betterment's core products, including its retail
robo-advisory service and its 401(k) offering for small and
medium-sized businesses. She explains that Betterment aims to be
a holistic investing home for its customers, focusing on
expanding access and offering more account types and asset
classes. Levy also discusses the potential for Betterment to
offer self-directed investing options in the future.


 


MENTIONED IN THE CONVERSATION


 


Betterment's Website: https://bit.ly/3Uq5gPK


Sarah's LinkedIn: https://bit.ly/4d5aGqJ


 


Topics: Fintech, embedded finance, banking, investment, RIA, Tax,
roboadvisor, advisory, branding, 401k


Companies: Betterment, Nickelodeon, Disney, Viacom, Schwab,
Fidelity


 


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Twitter: https://twitter.com/LexSokolin


 


TIMESTAMPS


 


1’10: From Nickelodeon to Betterment: Tracing Sarah Levy's
Journey Through Media and FinTech


 


7’22: Brand Personification and Audience Engagement: Exploring
Digital Transformation with a lens on the consumer


 


13’33: Mission and Brand Resonance: Transitioning Leadership at
Betterment


 


16’50: Initial Impressions and Strategic Directions: Enhancing
Betterment's Brand and Services


 


21’41: Refining FinTech: How Betterment Evolved to Meet the Needs
of Modern Investors


 


24’58: Building Betterment's 401k Business: Strategic Growth and
Market Opportunities


 


34’45: Revamping RIA Economics: Betterment's Innovative Approach
to Advisor Services


 


39’41: Beyond the Super App: Betterment's Strategic Approach to
FinTech Diversification


 


44’12: Focused Growth: Betterment's Strategic Decision to
Prioritize Long-Term Investing Over Self-Directed Trading


 


47’09: The channels used to connect with Sarah & learn more
about Betterment


Disclaimer here — this newsletter does not provide investment
advice and represents solely the views and opinions of FINTECH
BLUEPRINT LTD.


Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella


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