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At Barron's

Sarah Levy: From the Entertainment Industry to CEO of Betterment

At Barron's

At Barron's

Business

4.717 Ratings

🗓️ 14 August 2025

⏱️ 22 minutes

🧾️ Download transcript

Summary

The exec talks crypto, advisors, and the legislation she's watching in an interview with At Barron's Andy Serwer. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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0:02.2

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0:04.4

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0:09.2

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0:23.5

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0:34.5

Hello everyone and welcome to Ad Barrens. I'm Andy Surwer and welcome to our guest Sarah Levy, CEO of Betterment.

0:41.3

Sarah, nice to see you.

0:42.3

Thanks for having me.

0:43.3

So about 15 years ago, Betterman had kind of a coming out party at a TechCrunch New York

0:50.3

event.

0:52.3

That's a while ago. Today, what is Betterment all about? How would you describe the company?

0:58.0

So Betterment is a wealth platform for the millennial generation, and we are building what I aspire to be the definitive wealth brand for this generation across really three businesses, a retail

1:12.2

investing business, an advisor solutions business, which is about a platform for advisors, and a

1:18.1

retirement 401k business. And the sort of unifying idea behind the three businesses is the idea

1:24.0

of expanding access to great financial advice.

1:28.3

You know, I mentioned this 15 years ago because it seems like Betterment's a new company,

1:32.3

and I guess it sort of is, but you know, you're getting some years under your belt there.

1:37.3

What did the company start out as? I know you don't like that term Robo Advisor, right?

1:41.3

But that's what it kind of did start out as.

1:43.3

Yes, we were the OG Robo advisor. So we now have a million customers and 56 billion

...

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