How this startup is taking on Wall St
Two of three floors in a building in Chelsea, Manhattan, there are standing desks, dogs, and cold brew on tap. This is Betterment HQ, the home of the startup that is taking on the Wall Street old guard. They are also my technology partner, back-office, and custodian for clients' assets. I was fortunate to attend the advisor conference last week, meet the team, and learn how they are helping our clients and plans for the future. They have made big strides in streamlining compl