← Embedded Finance Index 2026/Vendor

betterment

Provider

Retirement / Wealth

Embedded-finance provider tracked in the Embedded Finance Index — disclosed by 4 companies across 1 category.

betterment.com ↗Also analysed as a company — its own stack →

CategoriesRetirement / Wealth
Rank#5 of 31 in Retirement / Wealth
Buyers4 companies

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Who uses betterment

4 companies disclose betterment in their stack

Invictus Third Love Workday Chicory

Buyer mix · 4 of 4 classified

E-commerce / DTC brand · 1Fintech / Lending · 1Horizontal SaaS / HR & Payroll · 1Vertical SaaS / AdTech · 1

US · 4

What the disclosures say

Invictus

“Betterment at Work publicly lists Invictus Capital Partners as a customer in a case study at https://www.betterment.com/work/case-study/invictus. The case study confirms Invictus Capital Partners adopted Betterment at Work for its 401(k) benefits after dissatisfaction with prior PEO and 401(k) providers.”

View source · betterment.com ↗

Third Love

“Betterment at Work publicly lists ThirdLove as a customer at betterment.com/work/case-study/third-love, detailing how ThirdLove adopted Betterment at Work's 401(k) for its ~172 employees, replacing a prior dated provider.”

Workday

“Betterment markets a dedicated Workday HCM integration for 401(k) administration.”

Chicory

“Betterment at Work publicly lists Chicory as a customer at https://www.betterment.com/work/case-study/chicory. The case study explicitly names Chicory (a contextual commerce advertising platform, 52 employees) and describes their switch from a legacy 401(k) recordkeeper to Betterment at Work.”

View source · betterment.com ↗

The complete buyer list and each company’s full embedded-finance stack are in the Embedded Finance Index report. Represent betterment? Claim this profile above to unlock your own full list.

Alternatives to betterment

Other Retirement / Wealth providers in the index, by the number of companies that disclose them. A count of public disclosures, not a ranking of the products.

Drivewealth17 buyers →Vestwell15 buyers →guideline8 buyers →Betterment at Work7 buyers →Empower4 buyers →Apex Fintech Solutions3 buyers →Atomic Brokerage3 buyers →Citi Investment Capital3 buyers →

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