Beyond Betterment: Exploring Alternatives for Portfolio Management

Looking for alternatives to Betterment for automated portfolio management? Check out our top picks, including Wealthfront, M1 Finance, and Investipal.


Portfolio management services have become increasingly popular over the years, with platforms like Betterment leading the way. However, there are several other options available that offer unique features and benefits. In this blog post, we'll explore some of the top alternatives to Betterment for those looking for automated portfolio management solutions.

  1. Wealthfront: Wealthfront is a popular online investment advisor that offers similar services to Betterment. They provide automated portfolio management services that use a range of investment strategies to help you build a diversified portfolio. One of the unique features of Wealthfront is their Path tool, which helps you plan and save for long-term financial goals.

  2. M1 Finance: M1 Finance is an investing platform that allows you to create and manage your own investment portfolio. They offer a range of investment options and provide some tools to help you build a portfolio. One of the unique features of M1 Finance is their "pie" system, which allows you to create a customized portfolio of stocks and ETFs.

  3. Schwab Intelligent Portfolios: Schwab Intelligent Portfolios is a robo-advisor service offered by Charles Schwab. They provide automated portfolio management services and offer a range of investment options, including ETFs and mutual funds. One of the unique features of Schwab Intelligent Portfolios is their "tax-loss harvesting" tool, which can help you minimize your tax bill.

  4. Investipal: Investipal is a free end-to-end research and portfolio management platform that lets you identify investments that align with your goals and showcases how they fit within your portfolio. You can also subscribe to other portfolios on the platform like Warren Buffett or Cathie Wood for inspiration. More on that here.

These are just a few of the many great alternatives to Betterment for those looking for portfolio management solutions. Each platform offers unique features and benefits, so it's important to do your research and find the one that best fits your investment goals and needs. Whether you're a beginner or an experienced investor, there are plenty of options available to help you build a diversified and well-managed investment portfolio.

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