Goldman Sachs to Sell Marcus Invest Accounts to Betterment
GSGoldman Sachs(GS) PYMNTS·2024-04-23 07:54

Independent digital investment advisor Betterment has reached an agreement with Goldman Sachs to acquire the digital investment accounts of Marcus Invest. Subject to customary closing conditions, those accounts will be transferred to Betterment around June 29, the companies said in a Monday (April 22) press release. Customers will have the option to opt out of this transfer. Those who are transferred will join the more than 850,000 customers served and $45 billion in assets managed by Betterment, according ...