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Making people's lives better

We're here to help people turn everyday investments, no matter how small, into their dreams, no matter how big.

“Better” is different for everyone.

It can feel big, like retiring early. It can feel urgent, like investing in a climate-conscious portfolio. Or it can just feel helpful, like using recurring deposits so you never forget to save.

A woman looking at her phone, which is shining a light on her.

You deserve financial peace of mind.

That's where we come in. We're here to simplify overly-complex ideas. To help you set goals and give purpose to your money. To build peace of mind into your financial future.

A compass next to a staircase that leads to an open door of light..

We offer the best of both worlds.

We do that by combining easy-to-use, automated investing technology with great advice so you can make "better" what you want it to be.

sarah-levy-sunrise-2

sarah-levy-sunrise-2

No one ever tiptoed to real change. We’re constantly looking for new ways to disrupt financial services and create a better world for our customers.

Sarah Levy, CEO

Sarah Levy

Chief Executive Officer

Peter Lorimer

Chief Financial Officer
Mike Reust

President
Seth Rosenbloom

General Counsel
John Mileham

Chief Technology Officer
Johanna Richardson

Chief Product Officer
Kim Rosenblum

Chief Marketing Officer
Kumud Sharma

Chief People Officer
A.J. Kramer

SVP of Operations
Boris Khentov

SVP, Product Strategy
Jon Mauney

VP of Analytics
Sandy Lavipour

Chief of Staff & Head of Strategy
Raoul Bhavnani

Chief Communications Officer