Betterment
8.1#1 in financial planning softwareFrom $0.65 a yearFree planAndroidiOSWeb
VisitBetterment vs CI Direct Investing
CI Direct Investing
5.4#12 in robo-advisor appsAndroidiOSWeb
VisitWhat both publish
| Fact | Betterment | CI Direct Investing |
|---|---|---|
| Headquarters | Betterment's corporate office is at 450 West 33rd Street, Floor 11, New York, NY 10001. | Toronto, Ontario, Canada |
Betterment plans
- Cash ReserveFree
- Premium$0.65 a year
- Digital$5 a month
CI Direct Investing plans
- Management fee — first $150,000Priced on request
- Management fee — next $350,000Priced on request
- Management fee — above $500,000Priced on request
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 CI Direct Investing if…
You want what its maker publishes above — check its page for the details.