Title: Chief Executive Officer

Company: Betterment

Sarah Levy has spearheaded the digital transformation of retail wealth management as the chief executive officer of Betterment. Taking charge of a pioneering automated investment platform, she expanded its reach beyond basic portfolio rebalancing to deliver comprehensive automated tax optimization, high-yield cash accounts, and customized retirement strategies. Her strategic vision bridges algorithmic efficiency with human financial guidance, making sophisticated wealth accumulation models available to retail investors without traditional advisory fee burdens. She has also driven significant enterprise adoption by offering white-label financial wellness platforms directly to corporate employers for their workforce benefits. Her emphasis on transparent fee structures, ESG-aligned portfolios, and user-centric software design has challenged traditional wealth management firms to modernize their digital strategies. Under her leadership, retail software platforms have proven that long-term automated index investing can reliably outperform high-cost active trading schemes.