Betareturn monitors your Financial Advisor performance. We are the investment Equifax for the wealthy.
Betareturn is a disruptive wealth management analytics platform with a mission to increase transparency with respect to Financial Advisor performance and fees. The Independent, online service targets High Net Worth individuals and families. Clients save thousands of dollars each year by monitoring their Financial Advisor’s performance and optimizing their investments. Partner channels include banks, independent financial advisors, accountants.