Betterment
8.1#1 in financial planning softwareFrom $0.65 a yearFree planAndroidiOSWeb
VisitBetterment vs SavingsBox
SavingsBox
7.9#2 in automated savings appsFrom $4.99 a monthFree planAndroidiOSWeb
VisitWhat both publish
| Fact | Betterment | SavingsBox |
|---|---|---|
| Documentation and support | Betterment publishes a searchable help center and says customer-support staff are available five days per week. | Support is provided through tracked in-app tickets with priority handling for Premium and Pro subscribers, plus email support. |
| Founded | 2008 | The LEI record gives the entity creation date as July 5, 2023. |
| Legal entity | Betterment’s privacy policy identifies Betterment LLC, Betterment Securities, Betterment for Business LLC and Betterment Financial LLC as Betterment entities. | The maker identifies itself in its legal pages as The Savings Box Inc. |
Betterment plans
- Cash ReserveFree
- Premium$0.65 a year
- Digital$5 a month
SavingsBox plans
- FreeFree
- Premium$4.99 a month
- Basic$5 a month
- SavingsBox Pro Basic$5 a month
- Premium$12 a month
- SavingsBox Pro Premium$12 a month
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 SavingsBox if…
SavingsBox suits eligible U.S. adults saving toward personal or group goals who want contribution tools and coaching. Its Pro plans are aimed at licensed or certified finance professionals who need client and appointment management features.