← Embedded Finance Index 2026/Vendor

Betterment at Work

Provider

Retirement / Wealth

Embedded-finance provider tracked in the Embedded Finance Index — disclosed by 7 companies across 1 category.

bettermentatwork.com ↗

CategoriesRetirement / Wealth
Rank#4 of 31 in Retirement / Wealth
Buyers7 companies

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Who uses Betterment at Work

7 companies disclose Betterment at Work in their stack

Mercury Beta Mercury Financial Mercury Deel Rippling Instacart Paylocity

Buyer mix · 7 of 7 classified

Fintech / SMB banking · 3Horizontal SaaS / HR & Payroll · 3Marketplace / Gig economy · 1

US · 7

What the disclosures say

Mercury Beta

“https://www.betterment.com/work/mercury — Betterment at Work's own page explicitly names Mercury as a partner, offering Mercury customers a special discount on Betterment at Work 401(k) plans.”

View source · betterment.com ↗

Mercury Financial

“betterment.com/work/mercury — 'Offer a modern 401(k) with our partner, Betterment at Work.”

Mercury

“Betterment.com hosts a dedicated 'Mercury + Betterment at Work' page (betterment.com/work/mercury) naming Mercury as a distribution partner offering 401(k) plans to Mercury customers at a special discount — this explicitly names Mercury.”

Deel

“Betterment at Work's own page (betterment.com/work/deel) names Deel explicitly as a partner and describes 401(k) integration.”

Instacart

“Betterment at Work website (betterment.com/work/401k-retail) lists Instacart among companies using Betterment at Work 401(k).”

Paylocity

“Betterment at Work has a dedicated Paylocity integration page at betterment.com/work/paylocity describing a 360-degree payroll integration for 401(k).”

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

Alternatives to Betterment at Work

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 →betterment4 buyers →Empower4 buyers →Apex Fintech Solutions3 buyers →Atomic Brokerage3 buyers →Citi Investment Capital3 buyers →

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