Sarah Levy

CEO Betterment

Sarah Levy is the CEO of Betterment, the largest independent digital investment advisor, serving more than 900,000 customers with over $55Bn in assets under management. Betterment’s industry-leading technology provides wealth management solutions for three distinct customer segments – retail, workplace 401(k), and institutional. Across its business segments, Betterment’s one unifying idea is expanding access. Historically, great financial advice was reserved for the wealthy. Through a combination of scalable technology and service excellence, Betterment has lowered the barrier to entry and created an on-ramp for people to brighter financial futures. Betterment’s mission of Making People’s Lives Better informs everything they do.

Sarah brings over 25 years of brand building, customer loyalty, corporate strategy, and operational excellence to her role. Prior to joining Betterment, Levy was the COO of Viacom Media Networks where she oversaw global strategy, finance, and operations for the $10Bn division that housed some of Viacom's iconic brands, including Nickelodeon, MTV, Comedy Central and BET.

Levy’s passion for brands and consumer experience is critical in today’s financial services environment where investors have many more choices of where to entrust their resources than they did even a few years ago. Their desire to work with companies that understand them and reflect their values is central to Betterment’s value proposition.

Levy is also a Board Member for The Lucius N. Littauer Foundation, Inc. (2012 to Present) and Funko, Inc. (2019 to Present). She graduated from Harvard University with a BA in Economics and received her MBA from Harvard Business School.