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Podcast: Wharton FinTech Podcast
Episode: Designing the Future of Wealth with Betterment CEO Sarah Levy
Description: In this episode of the Wharton FinTech Podcast, host Vaibhav sits down with Sarah Levy, CEO of Betterment and former executive at Disney, Viacom, and Nickelodeon. Sarah shares her insights on the evolution of financial services, why trust is the cornerstone of financial decision-making, how Betterment balances simplicity with expanding investor choice, and how AI is shaping the future of wealth management. Sarah emphasizes the significance of fiduciary responsibility and the role of simplicity in financial tools, while also providing advice for aspiring entrepreneurs in the wealth management space. She also shares key insights from Betterment’s latest Retirement Readiness Re...