Betterment Competitors in 2026 [Example]

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1. Wealthfront

  • Type: Indirect
  • URL: https://www.wealthfront.com
  • Overview: Wealthfront offers automated investment management and financial planning tools aimed at tech-savvy, digitally-oriented investors. It provides a robo-advisor platform similar to Betterment, focusing on low-cost, passive investment strategies.

2. Schwab Intelligent Portfolios

3. Vanguard Personal Advisor Services

  • Type: Indirect
  • URL: https://investor.vanguard.com/advice/personal-advisor
  • Overview: Vanguard Personal Advisor combines robo-advisory with access to human financial advisors, targeting investors seeking personalized, low-cost wealth management. It appeals to clients with larger portfolios looking for tailored financial planning.

4. Ellevest

  • Type: Indirect
  • URL: https://www.ellevest.com
  • Overview: Ellevest is a robo-advisor focusing on empowering women investors with goal-based investing, financial planning, and career support tools. It targets women looking for socially conscious investment options.

5. M1 Finance

  • Type: Indirect
  • URL: https://www.m1finance.com
  • Overview: M1 Finance offers a hybrid platform combining automated investing with customizable portfolios, appealing to investors who want both automation and control over their investments. Its platform emphasizes flexibility and automation.

6. SoFi Invest

  • Type: Indirect
  • URL: https://www.sofi.com/invest/
  • Overview: SoFi Invest provides automated investing and active trading options targeted at young professionals and students, offering low fees and a seamless mobile experience for beginner to intermediate investors.

7. Acorns

  • Type: Indirect
  • URL: https://www.acorns.com
  • Overview: Acorns offers micro-investing by rounding up everyday purchases to invest spare change, targeting beginner investors and those seeking simple, automated savings and investment solutions.

8. Fidelity Go

9. Ally Invest Roboadvisor

  • Type: Indirect
  • URL: https://www.ally.com/invest/robo-advisor/
  • Overview: Ally Invest Roboadvisor combines automated portfolio management with low fees, targeting cost-conscious investors who want a simple, integrated digital investment platform with banking services.

10. Blooom

  • Type: Indirect
  • URL: https://www.blooom.com
  • Overview: Blooom specializes in automated retirement account management, primarily focusing on 401(k)s and IRAs, targeting retirement savers looking for hands-off, optimized investment strategies.

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