Providing innovators like you a smart, efficient way to invest.

Let SVB Wealth Advisory and Betterment's investment technology help you realize your financial goals.



We understand that as a founder or investor, you have limited time to focus on your personal finances. SVB Wealth Advisory, backed by Betterment's technology, provides a low-cost, automated investing solution that meets the unique needs of leaders in the innovation economy and lets you focus on seizing opportunities in the next high-growth industry.

Tell us a bit about yourself

What are your personal
financial priorities? Saving
for a home down payment,
your child’s education
or retirement?

We'll build you
a portfolio

Based on your answers,
you’ll receive an investing
plan and a personalized
portfolio designed by
Betterment’s automated

Then, smart
technology goes to
work for you

Once set up, your portfolio
is managed using tax-saving
strategies, and is automatically
rebalanced to help keep you
on track.

And, you get access to advice and guidance from an SVB advisor

Receive personalized guidance
to help fine-tune your plan and
manage your financial goals.
Plus, your SVB advisor can help
identify other SVB banking
services that are right for you.

and Invest 

You get online automated investing along with professional guidance from an SVB advisor for one low transparent fee of 0.40%. 

No minimum investment.

No additional account service fees or commissions.

About SVB Private Bank


We have 35 years of experience partnering with innovators like you. Get customized personal banking and wealth advisory services from the bank that gets what drives you.

Visit SVB Private Bank