22 December 2021 |

Why Being the Largest Indi Digital Investment Advisor is Just The Start


Today on WTFintech? I’m interviewing Sarah Kirshbaum Levy, CEO of Betterment, the nation’s largest independent digital investment advisor.

Under Sarah’s leadership, Betterment’s growth has gone through the roof with $33 billion in AUM and more than 700,000 clients. Sarah’s street cred is unmatched as former COO of Nickelodeon and Viacom Media Networks’ where she oversaw iconic brands we all know and love — including MTV, Comedy Central, and BET.

In this episode, Sarah dives deep into her story and the future of Betterment while we celebrate her one year anniversary as CEO!

You can follow Betterment on Twitter @Betterment

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This episode of WTFintech is brought to you by our friends at Yieldstreet.