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.
THE SMART, MODERN WAY TO INVEST ONLINE.
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
We'll build you
Based on your answers,
you’ll receive an investing
plan and a personalized
portfolio designed by
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
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.
Let SVB help you unlock your financial potential and make the most of your money.Betterment's smart technology allows you to:
- Set, track and work toward your goals
- Take advantage of tax-savings strategies
- Benefit from automatic account rebalancing
- Monitor your financial accounts from one place
- Manage unpredictable cash flows
- Unlock liquidity
- Plan for an IPO
- Manage capital calls
- Optimize your equity compensation plan
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.