Sarah Kirshbaum Levy
The Architect
Structured and legacy-driven; builds the systems and institutions that last.
Sarah Kirshbaum Levy is The Architect because she engineers Betterment's structural identity, not merely its product. She defines the target demographic with historical precision, designs hybrid tech-human delivery through RIA partnerships, and insists that codified operational parameters come before growth. This is leadership as blueprint work, building the generational positioning, service model and operational logic of the firm so that expansion rests on frameworks rather than improvisation.
“What I aspire to for Betterment is that we should become the millennial and gen Z wealth management brand the way Schwab or Fidelity serves our parents.”
“Technology plus humans is better. How can we be great technology and great service? And the way to do that was through the RIA community.”
“Operational excellence is something that in any business you need to figure out — setting the rules and parameters, what do you measure, how important is efficiency relative to growth.”
Masters in Business: “Sarah Kirshbaum Levy on the Value of Marketing”
LISTEN AT THE SOURCE ↗THE RECORD IS CHECKABLE