3
AI tools in use at Betterment
Betterment uses 3 AI tools: Numeric (Finance & Accounting AI), Beam (Autonomous Workflow Agents), and HubSpot (Sales Prospecting & Enrichment). 1 is confirmed by a published story, quote or press release; 1 is listed on the vendor's own pages. 1 of them rests on a job post only: signal, the weakest proof.Latest check Oct 5, 2026: 3 of 3 tools checked, from 6 public sources.
- Industry
- Fintech & Payments
- Website
- betterment.com
- AI tools in use
- 3Median for the 131 Fintech & Payments companies on usedby: 2
- Latest check
- October 5, 20263 of 3 tools checked so far
Every AI tool at Betterment
3 lines, each linked to the public page behind it. Open a row to see the dated capture.
| Tool | Team | First public proof | Proof | Source |
|---|---|---|---|---|
 Numeric | Finance & Accounting AI | — | numeric.io | |
 Beam | Autonomous Workflow Agents | — | beam.ai | |
 HubSpot | Sales Prospecting & Enrichment | Job post, Jul 2026 | betterment.com |
“First public proof” is the earliest public page we have dated: a mention (“on or before”), a job post or a start the source states. Our capture dates are not adoption dates.
In Betterment's own words
Published results, each linked to its dated source. We quote, we do not score.
Numeric's discover features provide a roadmap for our flux analysis. We were previously using a google sheet and you had to go back into Netsuite and dig for all of the details, but now they are all right there in one place.Betterment compared to other Fintech & Payments companies
Betterment uses 3 AI tools. The median among the 131 Fintech & Payments companies on usedby is 2. 86 of its 130 peers use fewer.
These counts cover public proof only. A company can use tools that no public page names.
AI tools per company
131 Fintech & Payments companies on usedby, by number of AI tools
- 65 companies with 1 tool
- 21 companies with 2 tools
- 11 companies with 3 tools
- 8 companies with 4 tools
- 2 companies with 5 tools
- 5 companies with 6 tools
- 3 companies with 7 tools
- 16 companies with 8 tools or more
What its peers use that Betterment does not
Questions about AI at Betterment
What AI tools does Betterment use?
Betterment uses 3 AI tools: Numeric, Beam, and HubSpot. 1 is confirmed by a published story, quote or press release, and 1 is listed on the vendor's own pages. 1 of them rests on a job post only: signal, the weakest proof.
Does Betterment use Notion?
usedby has not found a public page showing that Betterment uses Notion. Notion is the most used AI tool among the 131 Fintech & Payments companies on usedby: 15 of them use it. See who uses Notion.
How does Betterment compare to other Fintech & Payments companies?
Betterment uses 3 AI tools. The median among the 131 Fintech & Payments companies on usedby is 2, and 86 of its 130 peers use fewer tools. These counts cover public proof only.
How does usedby know which AI tools Betterment uses?
Each tool is linked to a public page that names Betterment: a vendor's customer page, a published case study, a press release or a job post. We save each page with a dated capture and check it again on each run. A tool leaves the list only after three checks in a row that no longer find Betterment, and at least 14 days after it was last seen. A tool with a published case study or quote is never removed automatically.