Betterment
8.1#1 in financial planning softwareFrom $0.65 a yearFree planAndroidiOSWeb
VisitBetterment vs Boldin
What both publish
| Fact | Betterment | Boldin |
|---|---|---|
| Headquarters | Betterment's corporate office is at 450 West 33rd Street, Floor 11, New York, NY 10001. | Mill Valley, California, United States |
| Public API | An independent API directory reports that Betterment has no public developer API; third-party access generally uses aggregators such as Plaid. | Boldin describes API access for companies embedding planning functionality in their own sites and maintains API product release notes. |
| Rating on Trustpilot | 1.3 out of 5 from 82 reviews | 3.5 out of 5 from 6 reviews |
Betterment plans
- Cash ReserveFree
- Premium$0.65 a year
- Digital$5 a month
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
Pick Betterment if…
Betterment suits people seeking guided investing or retirement planning alongside cash management. Its self-directed accounts may also suit customers who want to trade stocks and ETFs without trading commissions.
Pick Boldin if…
Boldin suits individuals who want to plan household finances across income, taxes, benefits and other listed areas. It may also suit users who want to explore scenarios, provided they account for linked-account modeling limits.